Compliance deadline calendars
Subscribe once in Google Calendar, Outlook or Apple Calendar and your regulatory deadlines stay up to date, year after year. Pick your financial year end, then the calendar for your type of firm. To keep a spreadsheet instead, use the compliance calendar template.
- UK FCA-authorised firmAdvisers and brokers: RMAR, complaints, attestation, Consumer Duty and SM&CR, plus the company deadlines.10 deadlines with set dates · follows your year end
- UK authorised payment institutionSafeguarding, fraud and risk reporting, FSA056 and the other FCA returns. Add the UK limited company template for Companies House and HMRC.8 deadlines with set dates · follows your year end
- UK authorised e-money institutionSafeguarding, fraud and risk reporting, the FIN060 questionnaire and the other FCA returns. Add the UK limited company template for Companies House and HMRC.8 deadlines with set dates · follows your year end
- UK limited companyCompanies House, HMRC and ICO deadlines that every UK limited company has.3 deadlines with set dates · follows your year end
- Lithuanian payment or e-money institutionBank of Lithuania quarterly reports, AML/CTF reporting, annual financial statements and the risk report. Add the DORA template as well.4 deadlines with set dates · follows your year end
- Irish payment or e-money institutionCentral Bank of Ireland quarterly returns, audited accounts and the auditor's statutory duty confirmation. Add the DORA template as well.2 deadlines with set dates · follows your year end
- Maltese payment or e-money institutionMFSA FI Returns, the audited annual submission, the compliance report and the safeguarding audit under FIR/03. Add the DORA template as well.4 deadlines with set dates · follows your year end
- Dutch payment or e-money institutionDNB half-yearly FINREP and COREP reports and the annual accounts. Add the DORA template as well.2 deadlines with set dates · follows your year end
How a subscription works
Each calendar is a link your calendar app checks for changes, usually about once a day. It holds the last 3 months of deadlines and the next 15, so new dates appear as the year moves on and a correction to a rule reaches your calendar without you doing anything.
Every deadline is an all-day event with a reminder before it's due, a summary of what to do and a link to the page that explains the rule.
Adding one
- Google Calendar: choose Google Calendar from the menu and confirm on the page that opens. Subscriptions are added on the web; they then show on your phone too.
- Outlook: choose Outlook.com for a personal account, or Outlook for Microsoft 365 for a work account, and confirm the calendar's name.
- Apple Calendar: choose Apple Calendar on a Mac, iPhone or iPad and confirm the subscription.
- Anything else: copy the link and add it as a calendar from a URL, sometimes called an internet calendar or ICS link.
What it leaves out
Deadlines that fall on your own dates, such as a PI insurance renewal or the ICO fee, aren't in the calendar since there's nothing to work them out from. Deadlines counted in business days are estimates set on or before the real date, as bank holidays can move them.
To track those too, with an owner for each deadline and the evidence once it's done, use Regmindr.
Remind the person responsible
A calendar shows you what's due. Regmindr emails the owner of each deadline before it's due, moves every date on each year and keeps the evidence once it's filed.