TryPipelineHealth Check

Your Annex IV return, rebuilt and checked.

We rebuild last year's return from your administrator's files and show you anything that doesn't match what you filed, down to the cell it came from.

Request a free Filing Health Check

We work from copies of your files. We never need a login to your systems.

How it works

Your files go in, one traceable report comes out, and the files are deleted.

    Only the XML? We check the return on its own: report in 48 hours. See a sample

    On one encrypted laptopFixed rules. No AI model reads your files.
  1. 1

    Your files

    The Annex IV return you filed and the files it was built from.

    XMLXLSXCSV
  2. 2

    Read and rebuild

    Each figure is found by its heading, and the return is rebuilt from your files.

  3. 3

    Compare and check

    Your return is compared with the rebuild, field by field, and checked against the regulator's rules.

  4. 4

    Your report

    Every difference, with the line in your XML and the cell in your files it came from.

    See a sample report

  5. Deleted

    Your files are destroyed on the agreed date, and you get a certificate saying so.

    See a sample certificate

Only the XML? We check the return on its own: report in 48 hours. See a sample

We sign an NDA and a data processing agreement before you send anything.

Every difference has a source

One real difference from our sample run on a made-up fund, followed from the report to the line in the return and the cell in the files.

In the report
Filing Health CheckSample · invented data
◆ Difference 1 of 7AuM and NAV overstated by £250,000
Filed return£412,850,000lines 49 and 53
Your records£412,600,000Fund Summary!B9
WhyValuation!C3: Kestrel Holdings Ltd / Shareholder loan notes, £250,000, counted twice.
lines 49 and 53 In the filed return Fund Summary!B9 In your files
See the full sample report

Free for the first few firms.

Request a free Filing Health Check