Summary
The Quarterly Review compares quarterly fees and costs to highlight any significant deviations to users. The value of this view is to quickly highlight any anomalies in the quarterly reporting that require further review.
Navigation
To view the Quarterly Review data view:
Click Connect Reporting (in the left-hand navigation bar)
Click Fees and Costs
Click Quarterly Review
To filter the Quarterly Review:
Select any of the metrics you wish to compare in the drop downs (Fund, Reporting End Date, Option, Product etc)
Select Standard FCA or ALL FCA
Choose a View - Option or Product
You can also download the data by selecting the three lines in the top right hand corner
Visualisation
This view alerts users to significant quarterly deviations in fees and costs, along with analysing the ratio of quarterly to annual amounts.
click a value to view more detail (see red box below)
