As we reported, financial services providers should be receiving their levy assessment notices for 2023/24 from the FSCA this month.
Moonstone’s Paull Lawrence has devised a spreadsheet that takes the hassle out of calculating the levies you owe. Category I and IV FSPs simply enter the average number of representatives and key individuals, while Category II, IIA and III FSPs enter that number and the value of funds under management on 31 August. The spreadsheet does all the calculations for you.
Very smart, thanks for sharing!