Business Operations

Case Study: Mock ARROW

The Client

A major UK financial services company.

The Challenge

The company was about to go through its first visit under the revised ARROW II approach and , after a period of rapid growth, was concerned that its approach to risk and regulation might appear disjointed to the FSA.

The Solution

Lysis provided a programme manager and SME to work with the firm to plan and rehearse the ARROW visit.

Specifically:

  • A plan for the orientation and preparation phases.
  • A focus on coordination of documentation to present to the FSA.
  • Mock arrow interviews and panel sessions.
  • Critical analysis of the performance of interviewees and the level of consistency of their answers.
  • Re-orientation to get everyone on the same page and remove inconsistencies of presentation.
  • Articulation of a plan to deal with any known weaknesses. This plan was presented to the FSA at the formal ARROW visit.
  • Development of a plan and documentation for the visit itself.

The Outcome

The firm performed well at the ARROW visit and built an improved relationship with the regulator as a result.

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