1. OUTSOURCED ACCOUNTING SOLUTIONS
FOR THE FINANCIAL SERVICES SECTOR
Accounting services shaped to meet your needs.
Trusted guidance in a changing landscape
BDO are leading providers of specialist advice to financial
services organisations, delivering global resources and
capabilities.
In todays complex and ever changing business
environment, we understand that financial organisations
may struggle to maintain a reliable, yet efficient, cost-
effective infrastructure. However, aligning strategy and
execution across finance and human capital focus areas is
more important than ever.
New reporting standards and significant regulatory
changes have fundamentally altered the ways in which
financial institutions do business.
BDO assists industry leaders adapt to this changing
landscape by providing:
• Hands-on client service and real-time guidance on the
latest accounting issues, wherever you are
• A tailored service approach delivered by experts
• Leveraging an extensive international accounting and
consulting network.
Our cross disciplinary teams work together bringing
specialists of all areas of financial services, to share ideas
and pool our knowledge to identify ways in which we can
help you.
Consistently exceptional outsourcing services
Our guidance and services are grounded in local
knowledge and backed by national and international
experience across the globe.
With a global network spanning more than 154 countries,
BDO provides a high quality, fresh approach which helps
clients navigate the challenges as they operate and
expand on a global scale.
Whether you require a UK only service or support across
multi countries, you can be sure that you will be served by
a dedicated team, under one contract, who deliver
consistently exceptional client service.
By evaluating and benchmarking key functions in your
organization, the BDO team will deliver an integrated
accounting, finance and HR approach with corporate and
human capital strategies, complimenting our assurance
and tax services.
BDO are important members of our UK operation
and global finance team, providing proactive advice and
practical solutions to changing circumstances. Above
all BDO provides a consistently accurate and timely
performance, month after month.
FINANCIAL CONTROLLER, SWISS PRIVATE BANK
“ “
Reducing compliance and increasing visibility and
control of financial operations in eight countries
across Europe and the Far East for an investment
management technology firm by providing
regulatory reporting, accounting, corporate tax and
payroll.
Enabling a Swiss private bank to concentrate on
growing their UK business by delivering group
financial reporting, bookkeeping, accounts payable,
regulatory reporting, direct and indirect taxes and
employee benefit services.

2. This publication has been carefully prepared,but it has been written in general terms and should be seen as broad guidance only. The publication cannotbe relied upon to
cover specific situations and you should not act, or refrain from acting, upon the information contained therein without obtaining specific professional advice. Please contact
BDO LLP to discuss these matters in the context of your particularcircumstances.BDO LLP, its partners, employees and agents do not accept or assume any liabilityor duty
of care for any loss arising from any action taken or not taken by anyone in reliance on the information in this publicationor for any decision based on it.
BDO LLP, a UK limitedliability partnership registeredin England and Wales under number OC305127,is a member of BDO InternationalLimited,a UK company limitedby
guarantee, and forms part of the internationalBDO network of independent member firms. A list of members' names is open to inspection at our registered office, 55 Baker
Street, London W1U 7EU. BDO LLP is authorised and regulated by the Financial Conduct Authority to conduct investment business. BDO is the brand name of the BDO
network and for each of the BDO Member Firms.
BDO Northern Ireland, a partnership formed in and under the laws of Northern Ireland,is licensed to operate within the internationalBDO network of independent member
firms.
© April 2016 BDO LLP. All rights reserved.
www.bdo.co.uk
HB008401
Financial Accounting
• Accounting system design and implementation
• Financial and managerial report design
• Budget and cash flow forecasting
• Bookkeeping services
• Cloud based accounting system
• Accounts payable and treasury services
• Management accounts
• Local GAAP to IFRS/US GAAP conversions
• Financial statements preparation
• Audit support and liaison.
Regulatory Reporting
• Assistance with your FCA application for registration
• Advising and assisting clients with filing the various
GABRIEL returns to the Financial Conduct Authority
(FCA) including capital adequacy requirement
calculations
• Advising on the latest FCA reporting and compliance
requirements
• Conversion of COREP/FINREP reports to XBRL format.
IT outsourcing
• IT application procurement support
• IT project management and recovery
• Due diligence.
Tax Compliance
• VAT Registration and reporting
• Preparation of corporation tax returns
• Preparation of income tax returns
• Setting up PAYE scheme
• Payroll reporting and payments.
Human Capital
• Strategic HR planning
• Recruitment
• Developing and retaining
• Performance and conduct
• Employee benefits and incentives
• Expatriate tax when you need to move staff in or out
of the UK
• International social security and tax planning
• International assignee process and cost reviews
• Pensions
• Share incentives.
Company Secretarial
• Entity formations
• Preparation of board minutes, resolutions and
statutory forms
• Filing statutory forms
• Registered office and service address.
iXBRL services
• iXBRL tagging
• Quality assurance.
ASHLEY CARTER
Global Outsourcing Principal
+44 (0)118 952 7315
MARTIN JONES
Global Outsourcing Manager
+44 (0)118 925 4403
FIONA RAISTRICK
Financial Services Partner
+44 (0)20 7893 2912