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Introduction
This guidance is for regulated service providers holding Trust Company Business (TCB) and Fund Services Business (FSB) licences.
To interact with the Registry, your organisation must have a Trust and Company Service Provider (TCSP) account in myRegistry.
About the TCSP account
- each TCSP account must have a lead administrator who will manage all user access
- designated users can complete filings for licenced and regulated entities
- the account supports straight-through processing for specific submissions
- payments for submissions can be made on your account or by credit card
Secure access to client information
myRegistry provides a secure environment to interact with Registry. You can only view private information or file submissions on behalf of any client entities if your company has been appointed as the nominated person for that entity.
Each TCSP must assign the role of lead administrator to one user. You must contact your internal administrators for new and amended user access.
What you can do in myRegistry
myRegistry allows you to:
- register to act as the nominated person for your own and client entities
- maintain a portfolio of entities where your TCSP is the nominated person
- prepare and file submissions
- purchase documents and extracts from the public register
- organise employee users, allocating individual portfolios and privileges
Employees must be added as users before completing the myRegistry portal sign up.
New regulated service provider
If you are newly licenced and require access to myRegistry, follow these steps:
1. Apply for a TCSP account by emailing [email protected] to request the appropriate form.
2.Complete and sign the form - it must be signed by an authorised representative of your organisation.
| Part A | Nominated person details | All nominated person appointments will be linked to the regulated named in Part A of the form. |
| Part B | Lead administrator details | The lead administrator is the first myRegistry account that will be issued to your organisation. A lead administrator can add additional administrators and employee users. |
| Part C | Supporting information | Information on your expected usage to help us to provide you with tailored support during the transition to myRegistry. |
| Part D | Registry API Channel | If you plan to integrate with the Registry API, you will need to provide details of your technical contact and your target integration date. |
3. Return the form via email to [email protected].
4. We will set up the account and your lead administrator.
5. You will receive a registration email.
6. Log in using your new account details.
Existing regulated service providers
New staff must not register to use myRegistry via the online registration until they have been created as a user by the lead administrator.
Adding new employees - lead administrator
If you are setting up employee users in the TCSP account, follow these steps:
- log in to your myRegistry account
- set up employee users via Group settings under the profile menu)
User setup
An administrator can create a user and select the following access:
- receive myRegistry email notifications
- assign administrator rights (if required)
- create and submit submissions
- view payments
- charge account
Additional support
Please refer to the myRegistry help page for additional information on using myRegistry.
If you are unsure about any of the requirements, please contact us.
Email: [email protected]
Phone: 01534 822030
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