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Writer's pictureZakir Karim

A view into the future of CASS

The FCA's CASS regulation has matured over the years - through several enhancements, evolution and strengthening. With most regulations, that journey ceases to stop.


While it is difficult to predict specific future developments in any regulation, there are a few areas that regulators may focus on based on wider market trends and emerging risks to financial services firms.



1. Technological advancements

As technology continues to evolve, regulators may have to address the challenges and opportunities related to digital assets, cryptocurrencies, and distributed ledger technology. They might need to provide additional guidance on how such assets should be handled under the CASS rules.



2. Enhancing cybersecurity measures

With the increasing frequency and sophistication of cyber threats, regulators may update CASS regulations to include more robust cybersecurity requirements.


This could involve implementing stricter rules around IT infrastructure, access controls, encryption, incident management, and other measures to protect client assets from online attacks.



3. Strengthening outsourcing arrangements

Financial firms often outsource certain functions, which can pose risks to client assets if not adequately managed. Future developments in the CASS regulation might involve more comprehensive guidelines on outsourcing arrangements, including due diligence, supervision, and contingency planning to mitigate potential risks.



4. Improving reporting and disclosure requirements

Regulators may continue focusing on improving reporting and disclosure obligations to ensure firms are providing accurate information regarding client assets. This could involve enhanced transparency, standardized reporting templates, and more frequent or real-time reporting.



5. Greater harmonization with international regulations

As the financial services industry becomes increasingly globalized, there might be efforts to align the CASS regulation with international standards, such as those set by the International Organization of Securities Commissions (IOSCO) or Basel Committee on Banking Supervision. This harmonization could improve consistency and reduce regulatory fragmentation across jurisdictions.



Speculative predictions

It's important to note that the above are speculative possibilities and not definitive predictions. The FCA, in consultation with industry stakeholders, will determine any specific future developments in the CASS regulation based on market conditions, emerging risks, and evolving industry practices.


If you’d like to discuss any of the points above, or how we can support your firm, you can contact our Head of CASS Zakir Karim.

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