CCD Data Processing

Most firms do not track their trail commission down to the last penny.  However when they want to sell, if they cannot show how their trail is made up, and demonstrate its likely longevity, the business is worth a great deal less. The FSA now expects firms to deliver services for the trail income they receive. If a firm cannot calculate the trail by client, they may either deliver services without payment, or not deliver them where they should.

Chesters can help you:

• Reconcile your commissions down to the last penny
• Analyse your income into its components
• Help you with parts of your GABRIEL return
• Design reports to identify all plans on your system with no commission expectation
• In many cases, find and recover unpaid commissions, boosting your cashflow, on a no win, no fee basis

All at an incredibly low cost.