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Introduction to the Perimeter Guidance Manual

  • 20 Minutes
  • For all staff
  • jurisdiction UK

The Perimeter Guidance Manual clarifies when financial activities require FCA authorisation under the Financial Services and Markets Act 2000. This 20-minute course gives a clear overview of PERG and its role, helps staff understand the regulatory perimeter, review what the manual contains, and apply it to the questions that arise in their own role.

Perimeter questions surface when a business launches something new, changes a process or takes on an unfamiliar client, and getting the answer wrong means carrying on a regulated activity without permission. That is a criminal offence and voids contracts. Giving product, commercial and legal staff a working grasp of PERG means the question gets asked before the activity starts.

objectives

What you’ll learn in
this course

  • Understand the regulatory perimeter
  • Review the contents of PERG
  • Apply PERG to your role

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