FCA - Mortgage and General Insurance Intermediaries Manual (UK)

Our Financial Conduct Authority (FCA) Mortgage and General Insurance Intermediaries (MGI) Manual provides you with the current and permanent file programmes needed to undertake an FCA client assets (CASS) audit engagement for a mortgage or general insurance intermediary, in accordance with the FRC's Client Assets Assurance Standard.

Our FCA Mortgage and General Insurance Intermediaries (MGI) 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.  

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