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Firm details, ownership and conduct

Firm details check deadline and reporting periods

Annual firm details confirmation

What is Firm details check?

A yearly check in which you confirm your firm's details held by the FCA are still correct. It is a confirmation, not a data return.

Who submits it, how often and when

Who submits it
Every firm authorised under the Financial Services and Markets Act, except the types the rule carves out, such as ICVCs. Payment and e-money institutions are not covered.
Frequency
Once a year.
Reporting period
You can submit it from your accounting reference date.
Deadline
Within 60 business days after your accounting reference date

Worked example for your accounting reference date

With an accounting reference date of 31 March: your next Firm details check periods end and are due as follows (worked out on 3 November 2026).

  • Period ending 31 March 2027, due 25 June 2027

With an accounting reference date of 31 December: your next Firm details check periods end and are due as follows (worked out on 3 November 2026).

  • Period ending 31 December 2026, due 30 March 2027

Dates skip weekends and England and Wales bank holidays where the deadline is counted in business days. Your own RegData schedule is the authority.

Where the rule comes from

Within the period beginning on its accounting reference date and ending 60 business days after its accounting reference date, a firm must submit a report… confirming that the firm details… remain accurate

Get your own Firm details check dates

Enter your FRN and ARD and see every return that is likely to apply to your firm, with period ends and due dates for the next 12 months.

Build my reporting calendar

Want the wider picture? Read the full guide: FCA regulatory reporting deadlines 2026/27.

Firm details check: common questions

Who has to submit Firm details check?

Every firm authorised under the Financial Services and Markets Act, except the types the rule carves out, such as ICVCs. Payment and e-money institutions are not covered. Your firm's RegData schedule shows whether Firm details check is on your list.

How often is Firm details check submitted?

Firm details check is submitted Once a year.. You can submit it from your accounting reference date.

What is the Firm details check deadline?

The deadline is Within 60 business days after your accounting reference date. Business-day deadlines skip weekends and England and Wales bank holidays. Source: SUP 16.10.4AR. Confirm the date in your own RegData schedule.

Can I work out my Firm details check dates automatically?

Yes. Enter your FRN and accounting reference date in the FCA regulatory reporting calendar and it will list your period ends and due dates for the next 12 months, with a calendar file you can download.

This page is a planning aid, not regulatory advice. Your firm's RegData schedule is the authority on which returns you must submit and when.