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AI-powered compliance
for AR principals

Automate onboarding, monitoring and reviews across your AR network, with the evidence behind every decision.

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Grow your network without growing the admin

Still chasing documents?
Collect firm details, declarations and evidence through assigned tasks instead of another email chain.
Waiting for the annual review?
Monitor Companies House, the FCA Register and submitted returns for changes that need investigating.
Rebuilding the evidence trail?
Keep the information, the decision and the follow-up together, ready for the next review.

Know what needs your attention

Merrin shows which ARs have missing information, rising risk or unresolved issues. Your team can go straight to the firm and the work that needs doing.

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Firms / Oakfield Finance Ltd

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Overview

Oakfield Finance Ltd · Appointed representative

Onboarding · Collect

The firm’s journey

  1. Details and records

    Legal identity, addresses & permitted activities

  2. People

    3 Individual records completed

  3. Ownership and control

    Controllers confirmed by your team

  4. Written agreement

    Collect the signed agreement from the firm.

    AR agreement · Version 1
    Requested from
    Oakfield Finance
    Status
    Awaiting signed copy

  5. Review

    A snapshot of the firm and its people

  6. Notify & activate

    Record the FCA filings and outcomes

Needs attention

1 task

Upload the signed agreement

Assigned to the firm · Due 18 Oct

Recent activity

  1. Ownership confirmed

    Sarah Mitchell · Today, 09:41

  2. Individual records completed

    3 people · Today, 09:20

  3. Firm details confirmed

    Sarah Mitchell · Yesterday

Bring ARs on board without the chasing

Give firms and Individuals a clear list of what you need. Details, declarations and evidence come back through their Portal, ready for your team to review.

AR onboardingAR Portal

Keep watch between annual reviews

When a director leaves, a return is late or a complaint needs investigating, Merrin records the finding against the firm so your team can follow it through.

Monitoring & issuesRisk & completeness

Keep the evidence behind every decision

Keep the firm’s records as they stood at the review, with who approved them and why, even after the live information changes.

Reviews & approvalsEvidence & audit trail

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See what your team could stop doing by hand

Walk through onboarding, monitoring and reviews with your own oversight process in mind.

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