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Compliance Declarations

Do your employees need to complete disclosures or declarations for compliance with laws, regulations or internal standards?

Using email or paper-based processes is slow, inefficient and creates unnecessary duplication. And making sure that they are completed on time is an ongoing headache. 

That's why we have created our Compliance Declarations Online Tool to digitise, simplify and streamline the whole process for you.

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Seamless Declarations & Registers Integration

Managing compliance has never been easier! Our latest feature seamlessly connects Declarations with Compliance Registers, ensuring that users review and update their records effortlessly—all in one place.

  • Stay Compliant – Automatically prompt users to review past submissions (e.g., Gifts & Hospitality) before completing a declaration.
  • Integrated Workflow – Users can add new submissions directly from the declaration without switching screens.
  • Smart Compliance – Mandatory declarations ensure registers stay up to date, eliminating the risk of missed entries

Compliance made simple. No extra steps,—just an intuitive way to keep your records complete and audit-ready.

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Centralise your declarations

Our Compliance Declarations Tool helps you to collect, track and analyse employee disclosures and declarations easily.

See the tool in action alongside our other tools that can be added to the Skillcast Learning Management System (LMS).

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Handover Notes

Reasonable Steps Checklist

Conflicts of interest (COI)

"Our Conflicts of Interest Declaration is based on the common practices followed by many of our clients. It is designed to ensure that all potential conflicts are clearly identified and managed." 

Display Screen Assessments (DSE)

Fit & proper questionnaires (FPQ) 

"Our Fit and Proper Questionnaire is based on the FCA's guidance, ensuring that all required questions are covered comprehensively. It is designed to meet regulatory expectations."

Outside business interests (OBI)

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See it in practice

Book your demo today to see how our online Compliance Declarations tool can help to simplify your compliance programme.

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Why our tool works...

Now you can focus on the small number of real risks, without having to check the whole workforce.

  • Centralise data and get real-time visibility of risks.
  • Build a defensible compliance programme by ensuring full employee coverage and on-time completions.
  • Create audit-ready reports firm-wide and enable case management of all nonconformities at an individual level.
  • Remove compliance record gaps by integrating training, policy attestations and declarations records.
  • Reduce admin costs as we manage employee data, assignments, communications, reminders and reporting.
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How our tool works...

  • Automated real-time guidance offering employees actionable advice about their submissions.
  • Automated escalation of potential issues via notifications to managers and compliance teams.
  • Case management console capturing all alerts to allow further layered escalation of serious issues.
  • Submissions record showing the employees’ last response to speed future completions.

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Duration: 30 minutes | Format: Interactive Online Demonstration

Within the demo, we'll take the time to understand your compliance challenges and suggest the learning solutions that best fit your needs.

Learn more about our...

  • Compliance platform - A tour of our Learning Management System (LMS) and extensive library of off-the-shelf courses.
  • Key LMS features - Including learning paths, course allocation, management reporting and customisation options.
  • End-user experience - From accessibility to mobile-friendly responsive design.
  • Customer success - What to expect from your dedicated service manager, from setup and portal branding to course assignment and product support.