Connect Platform

• Apply for approved person roles

• Tell the FCA about changes in who owns or controls the credit union.

• Update business details

• Confirm you’re following the rules

• Apply for or cancel authorisations

• Send updates about anti-money laundering responsibilities.

• Ask to change or waive certain FCA rules

Mutual Society Portal

• Submit required forms
  (e.g. rule changes, name change requests).

• Get copies of registration documents
  (like your society’s certificate of registration).

• File annual returns and accounts

• Update your registered office address.

• Apply to change your society’s name.

• Keep society records accurate and current

RegData

• Submit financial returns
  (e.g. income, expenses, balance sheet, capital info).

• Report compliance data
  (to show you're meeting FCA rules and standards).

• Follow a tailored schedule of reporting
  (specific to your credit union’s obligations and deadlines).

• View past submissions
  (centralised access to all reports you’ve submitted).

• Print or export data
  (for your internal records or to share with your board or stakeholders).

BEEDS Portal

• Assets and liabilities data
  (e.g. total assets, savings, loans, reserves).

• Membership numbers
  (including active and new members).

• Loan performance data
  (e.g. total loans issued, arrears, write-offs).

• Liquidity information
  (to show available cash and ability to meet obligations).

• Operational and statistical data
  (as required by the Bank of England for sector analysis).

• Regulatory returns
  (according to Bank of England submission schedules).