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Investment firms

Retail investment PSD deadline and reporting periods

Retail investment product sales data (PSD002)

What is Retail investment PSD?

A return on the retail investment products you have sold.

Who submits it, how often and when

Who submits it
Product providers only: insurers, managers of authorised funds, operators of investment trust savings schemes or personal pension schemes, and issuers of structured capital at risk products. Advisers, wealth managers and other intermediaries do not file it. The Register cannot show which type of firm you are, so check your schedule.
Frequency
Every 3 months.
Reporting period
Calendar quarters ending 31 March, 30 June, 30 September and 31 December.
Deadline
20 business days after the end of each quarter

Worked example for your accounting reference date

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

  • Period ending 31 December 2026, due 29 January 2027
  • Period ending 31 March 2027, due 28 April 2027
  • Period ending 30 June 2027, due 28 July 2027
  • Period ending 30 September 2027, due 28 October 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

the four calendar quarters of each year beginning on 1 January

Get your own Retail investment PSD 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.

Retail investment PSD: common questions

Who has to submit Retail investment PSD?

Product providers only: insurers, managers of authorised funds, operators of investment trust savings schemes or personal pension schemes, and issuers of structured capital at risk products. Advisers, wealth managers and other intermediaries do not file it. The Register cannot show which type of firm you are, so check your schedule. Your firm's RegData schedule shows whether Retail investment PSD is on your list.

How often is Retail investment PSD submitted?

Retail investment PSD is submitted Every 3 months.. Calendar quarters ending 31 March, 30 June, 30 September and 31 December.

What is the Retail investment PSD deadline?

The deadline is 20 business days after the end of each quarter. Business-day deadlines skip weekends and England and Wales bank holidays. Source: SUP 16.11.1R(1)(c), 16.11.3R, 16.11.5R(1). Confirm the date in your own RegData schedule.

Can I work out my Retail investment PSD 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.