Fee calculator
The fee calculator will enable you to work out your FSA fees, FSCS levy and FOS general levy for different financial periods and scenarios (either the consulted rates or the final rates for that period).
- budget effectively for the forthcoming year's regulatory fees and levies;
- view the regulatory fees and levies for various years and scenarios so you can compare them;
- assess the costs of regulation before applying to be authorised;
- assess the ongoing costs of increasing your activities before applying for a Variation of Permission; and
- assess the impact that a change in business (increase in tariff data) will have on your regulatory fees and levies.
The calculator will make it quick and easy to calculate your regulatory fees and levies. All you need to do is answer a few simple questions about your firm, select your fee block(s), sub-class(es) and industry block(s) and enter the corresponding tariff data. You will then be able to access detailed breakdowns of your costs of regulation and consumer protection.
The calculator has help screens at every step. Move your cursor over the highlighted words and helpful comments will appear. More detailed information is also available by either clicking on the highlighted words or by clicking the help icons on the right-hand side of the page.
Please note - FSCS Rates for 2008/09
Following the recent FSCS Funding Review, there has been a fundamental change to how the FSCS levy is calculated from 2008/09. The Fees Calculator has been updated to incorporate the new FSCS levy calculation. Please note, however, that it does not include any calculations in respect of the 'clean break' exercise. For further information on the 'clean break' users should refer to the worked examples on the fees web pages, the Policy Statement 07/19: FSCS Funding Review issued in November 2007 and the FSCS Plan and Budget 2008/09. Please accept our apologies for any inconvenience this may cause.
If you require further information about our fee regime you should refer to the Fees Manual in the FSA Handbook, the fees web pages and our Fees Consultation Papers and Fees Policy Statements.
Important
While we have made every effort to ensure that the calculations shown are as accurate as possible, the figures produced are illustrative, are based on your inputted information, and should not be relied on as the amount of fees and levies payable.
If you have opted to calculate your fees and levies using indicative rates from our consultations, please note that they should only be used as an indication of your annual fees and levies for the relevant year. The actual fees and levies could change considerably between consultation and the time the final rates are set. Firms should pay the amount as detailed on their actual Regulatory Fees and Levies invoice issued during the year.
The Calculator will calculate most FSA fee blocks, but does not include Basel fees, M&GI stub fees and non-A fee blocks such as CIS or UKLA fees.
Availabilty
The Fee Calculator application is normally available Monday to Sunday from 04.00am to 10.00pm. Occasionally, the application will be unavailable during this time because of essential maintenance.
Minimum computer requirements
You will need:
- Microsoft Internet Explorer version 6.0 or above;
- JavaScript enabled in your web browser; and
- a connection to a printer so you can print out hard copies of the calculation results, should you wish to.
Calculator
So, to access the fee calculator, simply select from the links below the fee year and scenario for which you would like to calculate your fees and levies.
2008/09
2007/08
2006/07
2005/06
