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Regulatory calculators and checkers

Small tools for the calculations regulated firms actually do — capital requirements, classification tests, format validation. Every one runs entirely in your browser, stores nothing, and shows the Article it applies. Free, with no account and no sales call.

48 tools · browser-side · nothing stored · source referenced throughout

Prudential — IFR / IFPR

The Pillar 1 chain, in the order you would work it. Each tool feeds the next.

12 tools
Step 1 · IFR Art. 12

SNI classifier

Test all nine conditions to see whether you are small and non-interconnected — and if not, whether the change takes effect immediately or after three months.

9 conditionsgroup basistransition timing
Test classification
Reg. (EU) 2021/2284 · Articles 1–7

Which returns must I file?

For investment firms the answer is determinate: Annex I quarterly for non-SNI, Annex III annually for SNI, plus the derogation templates. Includes the reference and remittance dates fixed by the regulation.

IFR/IFDfrequencydeadlines
Work out your returns
Step 2 · IFR Art. 13

Fixed overheads requirement

Work out your FOR from last year’s expenses across all fourteen deduction lines, with the working shown — and flags for the deductions supervisors most often challenge.

14 deductionsannualisationfull working
Calculate FOR
Step 3 · IFR Art. 11

Own funds requirement

Compare the permanent minimum requirement, the fixed overheads requirement and your K-factor total, see which one binds, and get the liquidity requirement alongside it.

binding constraintshortfall check
Calculate requirement
Step 4 · IFR Art. 9

Own funds composition

Three cumulative floors — CET1 at 56%, Tier 1 at 75%, total at 100%. Holding enough capital in the wrong form is still a breach, and this tells the two apart.

3 testsTier 2 ceiling
Check composition
Step 5 · IFR Art. 43

Liquidity requirement

One third of the FOR plus 1.6% of client guarantees, with the Article 43(3) receivables cap and 50% haircut applied where your permissions allow it.

receivables ruleboth readings
Calculate requirement
K-factor · IFR Art. 20

K-COH calculator

Client orders handled, weighted at 0.1% for cash and 0.01% for derivatives — with the six-month measurement window, and its three-month exclusion, spelled out.

2 coefficientslagged window
Calculate K-COH
K-factor · IFR Art. 17

K-AUM calculator

Assets under management at 0.02%, on a fifteen-month window less the three most recent — plus the delegation rule that pulls assets in when you delegate out.

15 minus 3delegation
Calculate K-AUM
K-factor · IFR Art. 19

K-ASA calculator

Assets safeguarded and administered at 0.04%, on a daily window — and a delegation rule that works the opposite way to K-AUM.

daily seriesdelegation both ways
Calculate K-ASA
K-factor · IFR Art. 18

K-CMH calculator

The only K-factor that prices the same balance two ways — 0.4% segregated, 0.5% not. Shows what the split is costing you.

two coefficientssegregation cost
Calculate K-CMH
IFR Art. 16

RtC K-factor requirement

Adds K-AUM, K-CMH, K-ASA and K-COH into one requirement, and shows which factor is actually driving it — rarely the one with the biggest balance.

4 factors5 coefficientsdriver analysis
Calculate RtC
IFR Art. 15(2) · 0.1% / 0.01%

K-DTF calculator

Daily trading flow at two coefficients a factor of ten apart, on a six-month average drawn from a nine-month window. Includes the stressed-market adjustment and the interest rate duration factor.

RtFstressed marketsduration
Calculate K-DTF

Prudential — UK MIFIDPRU

The UK regime shares the EU structure but differs in substance. Tested separately for that reason.

9 tools
MIFIDPRU 1.2

UK SNI classifier

Tests the MIFIDPRU conditions including the dealing-on-own-account permission test, the two-year revenue average and the group anti-avoidance rule — none of which mirror the EU regime.

permission testgroup rulelarger non-SNI
Test classification
MIFIDPRU 4.5

UK fixed overheads requirement

Fourteen deduction lines including the UK-only 80% own-account clearing rule, plus the material change tests — where an increase is immediate and a decrease needs FCA permission.

14 deductions80% ruleasymmetric change
Calculate UK FOR
MIFIDPRU 4.3

UK own funds requirement

The three-way test on UK terms, with permanent minimum bands that turn on permissions and OTF limitations rather than a simple client-money question.

binding constraintMIFIDPRU 6 liquidity
Calculate UK requirement
MIFIDPRU 6.2.1R · 6.3.3R

UK basic liquid assets requirement

One third of the FOR plus 1.6% of client guarantees, with the trade receivable constraints applied properly — the MIFIDPRU cap bites against the fixed-overheads component alone and never against the guarantee part.

UKreceivable caphaircut
Calculate the requirement
MIFIDPRU 4.15 · 0.1% / 0.01%

UK K-DTF requirement

Two coefficients a factor of ten apart, on a six-month average drawn from a nine-month window with the newest three months dropped. Includes the stressed-market coefficient and the interest rate duration adjustment.

UKstressed marketsduration
Calculate K-DTF
MIFIDPRU 4.7 · 0.02%

UK K-AUM calculator

0.02% of average AUM on the same fifteen-month window as the EU. The base differs: tied agent amounts in, corporate finance advice out.

UKK-factorEU paired
Calculate
MIFIDPRU 4.9 · 0.04%

UK K-ASA calculator

0.04% of assets safeguarded and administered. MiFID business only, tied agents included, money market fund holdings counted in CMH instead.

UKK-factorEU paired
Calculate
MIFIDPRU 4.8 · 0.4% / 0.5%

UK K-CMH calculator

Both coefficients match the EU. Segregation is defined by MIFIDPRU 4.8.8R, and a CASS 7 breach moves the balance to the higher rate.

UKK-factorEU paired
Calculate
MIFIDPRU 4.10 · 0.1% / 0.01%

UK K-COH calculator

The same unusual window as the EU: six months less the three most recent, leaving only three months of daily values.

UKK-factorEU paired
Calculate

Digital assets — MiCA, CARF

Threshold and scoping checks for token issuers and crypto-asset service providers.

6 tools
MiCA Art. 22 · 43 · 23

Issuer threshold checker

Three thresholds doing three different things: one starts quarterly reporting, one moves your supervisor to the EBA, and one requires you to stop issuing. Tested together.

7 criteriaEBA supervisionArt. 23 cap
Assess a token
PS26/12 · COREPRU & CRYPTOPRU

COREPRU / CRYPTOPRU scoping

Which of the four UK cryptoasset rulebooks reach your entity, and which modules your authorisation application will need. Final rules, with the figures that changed between consultation and PS26/12 flagged where they bite.

UKfinal rulesauthorisation
Map the rulebooks
PS26/12 · £75k to £750k

CRYPTOPRU permanent minimum

Five amounts by activity, and the rule people get wrong: with several permissions the PMR is the highest applicable, not the sum. Compares against your fixed overheads requirement.

UKfinal ruleshighest applicable
Calculate the PMR
PS26/12 · five coefficients, three models

CRYPTOPRU K-factor mapper

Which K-factors apply, at what coefficient, and which three cannot be reduced to a percentage at all. Flags the K-QCS to K-RCS rename, where the base widened as well as the label.

UKfinal rulessum not highest
Map K-factors
CARF · DAC8

CARF and DAC8 scope test

Two gateways decide whether you report: are you a Reporting CASP, and is the asset a Relevant Crypto-Asset. Obligations began 1 January 2026.

RCASP test3 exclusionsextraterritorial
Test scope
CARF Section I · four buckets

Reportable transaction classifier

Which of the four CARF reporting buckets a transaction falls into. Includes the distinction most summaries miss: a merchant payment above USD 50,000 is a retail payment transaction when you act for the customer, and an ordinary transfer when you act for the merchant.

four bucketsagency testasset exclusions
Classify a transaction

EBA reporting & structured data

Scoping and threshold checks for payment and messaging reporting.

10 tools
VAT Directive Art. 243b

CESOP threshold checker

More than 25 cross-border payments to one payee and every payment to them becomes reportable. Works out scope, count and which PSP actually files.

per payeePSP rolesquarterly
Check a payee
ISO 13616

IBAN validator

Paste a column of IBANs and check country lengths and MOD 97-10 check digits at once, with duplicate detection. No bank or registry lookup is made.

bulk paste80 countriesduplicates
Validate IBANs
EBA Framework 4.2 · 474 coded fields

Template code explorer

Which of the 52 templates actually need codes — 31 do, 21 do not — every coded field with its report and column, and the permitted values behind all 168 code lists.

4.2code listsoffline
Explore templates
Framework 3.4 to 4.4 · 8 releases

Taxonomy release migration

What arrived between your current release and your target: new template codes and dimensional items, release by release. Introductions only — and the tool is explicit that withdrawals are the half it cannot show.

migrationdeltasoffline
Compare releases
Package 4.3 · 2,468 COREP rules

COREP validation rule decoder

Look up a rule and see what actually matters: only 467 entries are errors, 650 are inactive and 151 are absent from the taxonomy. One click filters to the set that can genuinely reject a filing.

4.4severityoffline
Look up a rule
Package 4.3

FINREP validation rules

4,929 entries for 2,492 rules. Only 197 are errors and 177 are cross-module — the highest cross-module count of any framework.

4.4severityoffline
Look up a rule
Package 4.3

IF validation rules

630 entries for 348 rules under the investment firm framework. 57 errors, 89 inactive.

4.4severityoffline
Look up a rule
Package 4.3

REM validation rules

615 entries, but only 11 errors and 194 inactive — and 69 cross-module, high for its size.

4.4severityoffline
Look up a rule
Package 4.3

ESG validation rules

507 entries, every one a warning. Nothing here can reject a filing; the rules show where the supervisor looks.

4.4severityoffline
Look up a rule
Package 4.3

Pillar 3 validation rules

All 545 entries are inactive in the 4.4 list. Published as a record, not a live constraint.

4.4severityoffline
Look up a rule

Tax transparency

Classification and format checks for the data that gets filings rejected at the door.

7 tools
CRS · FATCA · CARF

Global TIN format validator

Validate the structure of a Tax Identification Number across 111 countries — length, allowed characters and the check digit where one exists. Most public tools cover the EU only.

111 countrieschecksumbulk via account
Validate a TIN
FATCA · IRS composition

GIIN format validator

Paste a column of GIINs and check all four blocks against the IRS composition rules, including the category and type cross-check. Decodes each code back to category and jurisdiction.

bulk pastedecodesduplicates
Validate GIINs
CRS Section VIII

CRS entity classification

Financial Institution, Active NFE or Passive NFE — the first field on every self-certification, and the one most often wrong. Returns the reasoning, not just the answer.

decision treelook-throughreasoning trail
Classify an entity
CRS Section VIII D(6) · FATF Rec. 10

Controlling persons identifier

Who has to be identified behind a Passive NFE. Runs the three-tier ownership and control cascade for companies, and the fixed role list for trusts — where the settlor, trustees, protector and beneficiaries all count whether they control anything or not.

cascadetrustslook-through
Identify controlling persons
10,229 relationships · 121 jurisdictions

Reportable jurisdictions lookup

Exchange relationships are directed, not mutual. See who a jurisdiction reports to, who reports back, and the 2,027 relationships that run one way only — with the legal instrument for each.

both directionsnon-reciprocaloffline
Look up a jurisdiction
Cyprus · deadline 18 Sept 2026

ASP CRS reassessment

The OECD 2025 amendment counts remuneration for your relevant activities even when it is paid to another entity. Reassess, see what the change did, and draft the notification the Tax Department requires.

before / afterdraft emailcountdown
Reassess an entity
DAC7 · Directive (EU) 2021/514

DAC7 scope test

The under-30-sales exclusion covers goods only — services and rentals have no floor at all. Tests the platform and the seller separately.

4 activitiesgoods-only floorextraterritorial
Test scope
How these work

Three things that apply to every tool here

These are not lead magnets with a form in front of them. They work, they are free, and they end where honest calculation ends.

Nothing leaves your browser

Every calculation runs on your own machine. Nothing you enter is sent to REGREP, written to a log, saved, or passed to analytics. Reload the page and it is gone.

The source is always named

Every threshold, coefficient and deduction shows the Article it comes from, and each tool carries the date its rules were last reviewed by a person.

Indicative, never a verdict

Each tool says plainly what it does not do. None of them produces a filing, and none of them replaces the judgement the rules require of you.

More tools are in preparation

We are building these out framework by framework, starting with the calculations our own customers ask about most. If there is a check you do by hand every quarter and would rather not, tell us — that is genuinely how this list gets ordered.

  • K-DTF, K-NPR and K-CON
  • UK liquid assets and K-factors

Suggest a tool

Beyond the calculation

A number is not a filing

These tools compute. The platform monitors, versions and files — and there is a free tier on every module, so you can prove it on your own data before paying anything.

Continuously

Monitoring, not snapshots

Capital and liquidity requirements must be met at all times. A quarterly spreadsheet tells you where you were, not where you are.

Reproducibly

Versioned against the taxonomy

Reports stay reproducible against the framework version they were built for, so a resubmission of a prior period does not silently move.

Submission-ready

Validated before it leaves

Every output is checked against the relevant schema or taxonomy before you download it, with a validation report you can keep.

Questions

About the free tools

Are these tools really free?

Yes. There is no account, no email capture and no usage limit. They run in your browser and we never see what you enter.

Do you store the figures I enter?

No. Every tool calculates locally in your browser. Nothing is transmitted to REGREP, written to a log, saved to a database, or passed to analytics. Reloading the page clears everything.

Can I rely on the results for a filing?

No. Each tool produces an indicative figure and states plainly what it does not do. None of them produces something you can file, and none replaces the judgement the rules require.

How current are the rules behind them?

Each tool shows the date its rules were last reviewed by a person, alongside the Articles it applies. Where a point is genuinely unsettled, the tool says so rather than picking silently.

Can you build a tool for a calculation I do?

Tell us which one. The list is ordered by what customers ask about most, so a request genuinely moves it.

Prove it on your own data first.

Create a free account, activate the module for your obligation, and run a test on real files today. No card, no sales call.

No card required · free tier on core modules · nothing stored from these tools