Cookies are small text files held on your computer. They allow us to give you the best browsing experience possible and mean we can understand
how you use our site. Some cookies may have already been set. You can delete and block cookies but parts of our site won't work without them. more cookie details


A factfind comprises of a series of questions which an Adviser asks of their client which helps Advisers get to know the client and provide advice that best meets their needs.

Frequently Asked Questions.

Flexible Integration Toolkit
A set of process-agnostic data patterns and message exchange patterns developed to allow Trading Partners to construct one- and two-way message interchanges.

Financial Services Authority, the single UK statutory regulator directly responsible for the regulation of deposit taking, insurance and investment business.

Functional Design

Used where a further level of detail is required (typically for large Standards Development Projects), this documentation contains more detailed business process models.