Free tool
Request a CRM review
Tell us about your CRM and we'll follow up with the right next step.
How it works
Submit a short request and we'll reply to understand your CRM structure, the checks you want, and the safest way to share sample data if needed.
We'll follow up before asking for any data file.
Typical checks
- FCA firm status
- People and role status
- Duplicate or stale records
- FCA Register coverage gaps
CRM review request
No file upload is needed at this stage.