News from FSL – October 2022

Consultancy:

We have updated our consultancy services:

• Tax Consultancy – improve your tax data and reporting. Learn more here.
• Data Consultancy – providing insight and analysis. Learn more here.

CGiX Version Release Highlights:

• Single Sign On: CGiX has been enhanced to allow Single Sign On via SAML 2.0 industry standard protocol, using Microsoft Active Directory Federation Services (ADFS) to provide identity token.
• Reporting API: CGiX has a new reporting API to assist in automating the tax year end client reporting process, allowing clients to produce reports in bulk for tax-year-end reporting, ad-hoc reporting, and overnight batch reporting by using an authenticated token.

For further details on these and other fixes and enhancements, please visit the Release Highlights section of the Customer Portal.

FSL CGiX User Group 2022:

We are pleased to announce this year’s CGiX User Group, which will take place on Tuesday 8th November at Wax Chandlers’ Hall in London.

This group gives you the opportunity to hear about recent updates to CGiX and influence the future direction of the software. As well as the chance to network over lunch with other CGiX users and catch up with your FSL contacts.

Invitations will be sent out this month.

FSL at the Global Wealthtech Summit:

We are proud to be exhibiting at the Global Wealthtech Summit on Wednesday 2nd November at etc.venues St Paul’s, London.

The event brings together thought-leaders in the wealth and technology industries to discuss the changing wealth management landscape.

Book your ticket to visit us here.

Chain Mail:

Our latest chain mail article examines how different regions are faring in the possible build up to a global recession.

Tax:

FSL’s resident tax expert Alex Ranahan explores the use of losses in the past tax year to reduce chargeable gains. Plus, we provide an overview of the OTS’ findings in their Annual Report and Review of [Tax] Simplification.

Geopolitics:

We explore the impact of the invasion of Ukraine on financial services.

Outsourcing:

Discover how outsourcing can help take the strain out of collecting offshore reporting fund data.

ESG Podcasts:

We share the ones worth listening to.

After eight successful years with FSL, we bid farewell to our Managing Director, Ken Gillingham, at the start of August, as he began his retirement.

Our founder, David Pirrie, remembers Ken as

“A sound leader, both fair and firm yet open and accessible. He has made a remarkable impact on the company. He took the reins in 2014, became the face of FSL and turned it into a company with an extraordinary reputation for quality and service. From meetings with both clients and staff whenever we talk about Ken there is always a warmth and open acknowledgement that they thoroughly enjoy talking with Ken.“

We are sad to see Ken go, but we all wish him a carefree and relaxing retirement.

Read our full farewell note here