Our FCA Insurance Intermediaries Manual provides you with the current and permanent file programmes needed to undertake an FCA client assets (CASS 5) audit engagement for a mortgage or general insurance intermediary, in accordance with the FRC's Client Assets Assurance Standard.
Our FCA Insurance Intermediaries Manual can be browsed online or sections of content or commentary can be downloaded in Microsoft Word or PDF. There is also the flexibility to ‘customise’ a download suitable for your engagement. For every new assignment, you will need to navigate to our website to obtain the most up to date version.
July 2025
The principal technical changes in this update include:
May 2025
The principal technical changes in this update include:
October 2024
The principal technical changes in this update include:
Annual subscription fee | |
---|---|
Sole Practitioner / Non-Audit Firm* | £180.00 |
Audit registered firms with 2-4 RIs* | £312.00 |
Audit registered firms with 5-9 RIs* | £410.00 |
For 10 or more RIs please contact us at sales@mercia-group.com or call 0330 058 7141.
*CPD Mercia Members receive a 10% discount.
All prices are subject to VAT. Prices are subject to change on 1 July.
Mercia online manuals are updated regularly by our technical staff and you will be notified of any significant regulatory changes by email.
Your subscription will automatically auto-renew on anniversary date, you will be notified by email before your subscription expires and offered the option to opt out of auto-renewal.
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