Your firm should send us its data using Gabriel (our online reporting system for collecting, validating and storing regulatory data).
You will have these PSD reports scheduled in your Gabriel returns, based on your firm’s permissions (the report number links to the data reference guide for that item):
- PSD001 Mortgage
- PSD002 Retail Investments
- PSD003 Pure Protection
- PSD004 Home Reversion Plans
- PSD005 Home Purchase Plans
- PSD006 Short Term Loans
- PSD007 Mortgage Performance Data
Firms reporting PSD001 to PSD006 should submit their data within 20 working days of the end of each calendar quarter, and those reporting PSD007 within 30 working days from the end of each calendar half-year, eg 1 January to 30 June and 1 July to 31 December.
Submitting your data
You can report, amend or cancel your PSD transactions on Gabriel by:
- manually inputting data onto the screens
- uploading an XML report using the web upload function
- uploading an XML report using the system to system transfer function
Once you have completed your reporting you should find the relevant report in your schedule on Gabriel and update its status to ‘submitted’. The new reports will be shown within your schedule, according to your permissions.
Reporting a 'nil' return
If your firm has not made any relevant sales in the quarter, you do not need to send us a return, although we advise that you enter a nil return (and then update the data item as ‘submitted’) so your schedule does not become overdue.