Frequently Asked Questions

We can get you up and running on CGiX in as quickly as one month. Our go-live process is straightforward and fully supported, with our team of experts at hand every step of the way. Get in touch to discuss our different integration methods and discover what we could do for you. 

CGiX is a fully customisable tax management solution. We will work with you to understand your firm’s unique requirements and preferences, so you get the best value out of your installation. Get in touch to discover how we could best serve your firm’s needs. 

Our team of experts are at hand to answer any queries you might have via our personalised helpdesk service. We also offer one-to-one calls and training sessions, should you need more in-depth support.  

Anyone with unwrapped investments containing offshore reporting funds must report ERI to HMRC.   

If ERI information is missing or recorded incorrectly on a tax return, an investor can be fined up to 200% of the tax due, plus interest and potential late payment penalties. You can help your clients avoid hefty fines and protect against reputational risks for your firm by ensuring you have access to accurate, up-to-date ERI information.  

At FSL, we work specifically on your given dataset. This means we will reach out to fund managers directly and provide the exact data relevant to your firm. 

We employ a four-eye check every step of the way. From consuming the original data to transforming it into a useable format, your data will go through stringent internal checks. We’re also totally transparent and can provide our source material upon request. 

We can be as quick as 24 hours, but it will depend on the volume of data you have requested and the number of tax years you need coverage for. We are efficient without ever sacrificing accuracy. 

Your data will be delivered in a standard, industry-recognised format. We will provide you with all the information you need to ensure your tax reporting is accurate.  

Our service is completely tailored to your needs. This means you can take all or part of a given ERI dataset and choose specific or multiple tax years, spanning from the very start of the Reporting Funds regime.  

Our team of experts will be at hand to answer any queries you might have via our personalised helpdesk service. We also offer one-to-one calls and tailored training sessions to explain our data and processes, should you need more in-depth support. 

Our service is fully customisable. We will work with you to understand your firm’s bespoke requirements and preferences, so you can get the best value possible out of our Managed Tax Operations service. Get in touch to discover what your service could look like.  

Our service can be continually adapted to suit any stage of your company’s journey. We work closely with our clients to build and adapt solutions, so they can better fit to their evolving needs. Get in touch to discuss what this could look like for your firm.

Your daily reports can be adapted to suit your firm’s needs and preferences.  

Our reports can include a summary of your overall data health, providing detail into any issues with your incoming data and suggestions for resolution. 

We will work with you to customise your reports to support your business needs.  

Our team of experts provide ongoing support via our personalised helpdesk service. We can also set up one-on-one calls or carry out tailored training sessions to explain our data and processes, if you’d prefer. 

We can get you set up in as quickly as one month. Our go-live process is straightforward and fully supported, with our team of experts at hand every step of the way. Get in touch to discuss the different ways our solution architects could work with you. 

We are backed by over thirty years of financial expertise and can offer the same level of insight provided by the top accountancy firms. 

What sets us apart from Big Four firms is our smaller size, which allows us to be quick to respond to evolving regulation, personalised in our approach and cost-effective for the needs of a variety of firms.  

Yes, we provide the option to feed FSL’s specialist corporate actions and securities data into CGiX to support your firm’s tax reporting. Get in touch to discuss how we can support your firm’s specific data needs. 

Our consultancy support is provided via our personalised helpdesk in accordance with individualised service-level agreements. Get in touch to discuss what your level of service could look like. 

We can get you up and running on CGiX in as quickly as one month. Our go-live process is straightforward and fully supported, with our team of experts at hand every step of the way. Get in touch to discuss our different integration methods and discover what we could do for you. 

CGiX is a fully customisable tax management solution. We will work with you to understand your firm’s unique requirements and preferences, so you get the best value out of your installation. Get in touch to discover how we could best serve your firm’s needs. 

Our team of experts are at hand to answer any queries you might have via our personalised helpdesk service. We also offer one-to-one calls and training sessions, should you need more in-depth support.  

Anyone with unwrapped investments containing offshore reporting funds must report ERI to HMRC.   

If ERI information is missing or recorded incorrectly on a tax return, an investor can be fined up to 200% of the tax due, plus interest and potential late payment penalties. You can help your clients avoid hefty fines and protect against reputational risks for your firm by ensuring you have access to accurate, up-to-date ERI information.  

At FSL, we work specifically on your given dataset. This means we will reach out to fund managers directly and provide the exact data relevant to your firm. 

We employ a four-eye check every step of the way. From consuming the original data to transforming it into a useable format, your data will go through stringent internal checks. We’re also totally transparent and can provide our source material upon request. 

We can be as quick as 24 hours, but it will depend on the volume of data you have requested and the number of tax years you need coverage for. We are efficient without ever sacrificing accuracy. 

Your data will be delivered in a standard, industry-recognised format. We will provide you with all the information you need to ensure your tax reporting is accurate.  

Our service is completely tailored to your needs. This means you can take all or part of a given ERI dataset and choose specific or multiple tax years, spanning from the very start of the Reporting Funds regime.  

Our team of experts will be at hand to answer any queries you might have via our personalised helpdesk service. We also offer one-to-one calls and tailored training sessions to explain our data and processes, should you need more in-depth support. 

Our service is fully customisable. We will work with you to understand your firm’s bespoke requirements and preferences, so you can get the best value possible out of our Managed Tax Operations service. Get in touch to discover what your service could look like.  

Our service can be continually adapted to suit any stage of your company’s journey. We work closely with our clients to build and adapt solutions, so they can better fit to their evolving needs. Get in touch to discuss what this could look like for your firm.

Your daily reports can be adapted to suit your firm’s needs and preferences.  

Our reports can include a summary of your overall data health, providing detail into any issues with your incoming data and suggestions for resolution. 

We will work with you to customise your reports to support your business needs.  

Our team of experts provide ongoing support via our personalised helpdesk service. We can also set up one-on-one calls or carry out tailored training sessions to explain our data and processes, if you’d prefer. 

We can get you set up in as quickly as one month. Our go-live process is straightforward and fully supported, with our team of experts at hand every step of the way. Get in touch to discuss the different ways our solution architects could work with you. 

We are backed by over thirty years of financial expertise and can offer the same level of insight provided by the top accountancy firms. 

What sets us apart from Big Four firms is our smaller size, which allows us to be quick to respond to evolving regulation, personalised in our approach and cost-effective for the needs of a variety of firms.  

Yes, we provide the option to feed FSL’s specialist corporate actions and securities data into CGiX to support your firm’s tax reporting. Get in touch to discuss how we can support your firm’s specific data needs. 

Our consultancy support is provided via our personalised helpdesk in accordance with individualised service-level agreements. Get in touch to discuss what your level of service could look like.