Forvis Mazars is a trusted leader in audit, tax, and advisory services, with deep expertise in Client Assets Sourcebook (CASS) and safeguarding regulations. As financial markets evolve, the firm remains at the forefront of compliance, helping businesses navigate complex regulatory landscapes with confidence.

With a dedicated team of specialists, Forvis Mazars provides assurance, risk management, and governance solutions tailored to investment firms, insurance businesses, payment service providers, and e-money institutions. The firm’s approach balances innovation with regulatory integrity, ensuring clients meet Financial Conduct Authority (FCA) requirements while fostering sustainable growth.

Since the 2008 financial crisis, the protection of client assets has been under increased scrutiny. Forvis Mazars supports firms in strengthening internal controls, enhancing oversight, and mitigating risk, ensuring compliance with evolving FCA expectations. The firm’s IT specialists offer insights into system interactions, reconciliations, and data integrity, helping businesses maintain robust compliance frameworks.

Forvis Mazars is committed to driving industry best practices, offering thought leadership, and collaborating with financial institutions to shape the future of CASS and safeguarding. With a global network and local expertise, the firm empowers clients to navigate regulatory challenges with clarity and confidence.