Track Fitness & Probity and SMCR obligations for every relevant individual — automated alerts, digital evidence, and on-demand reporting for FCA and CBI.
Regzact handles every step of the F&P process, from capturing onboarding details to PCF compliance.
Import your list of new staff members.
Assign a questionnaire to capture F&P information.
Depending on their role, assign additional PCF information requests.
Review and confirm F&P details.
Assign the staff member to a scheduled annual review.
Import staff via CSV, Excel, or CRM integration.
Track status and send reminders if needed.
Issue F&P or PCF questionnaires to each new staff member
Senior managers can review and approve F&P details.
Confirm F&P information for submission to regulator.
With each F&P declaration, capture a staff signature.
Track the minimum competency of your staff across training, memberships, qualifications, roles and documentation.


Capture staff annual declarations, run background checks and generate certifications.
With the Regzact Fitness & Probity solution you can effortlessly manage data collection, review and approval.
Join insurers, MGAs, and brokers across the UK and Ireland who have made compliance a strategic advantage. Book a personalised demo and see Regzact working with your own network.