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UK SNI classifier — MIFIDPRU

The UK regime is not the EU regime with pound signs. One condition is permission-based rather than quantitative, revenue is a two-year average, and a group anti-avoidance rule can make you non-SNI even when your own figures are comfortably inside every threshold. This tests all of it.

MIFIDPRU 1.2 · permission test · 2-year revenue average · group aggregation · nothing stored

The other regime

IFR Article 12 sets nine conditions; MIFIDPRU 1.2 works from permissions and a two-year average instead. EU SNI classifier →

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Figures in pounds sterling. AUM, COH, ASA and CMH are averages calculated on the prescribed bases in MIFIDPRU 4 — not point-in-time balances. Enter zero where a metric does not apply to you.

Permission conditions

MIFIDPRU 1.2.1R · determinative on their own
Do you have permission to deal on own account? MIFIDPRU 1.2.1R This is a permission test, not a volume test. A firm with permission to deal as principal is non-SNI regardless of every other figure — even at zero activity.
Do you underwrite or place financial instruments on a firm commitment basis? MIFIDPRU 1.2.1R Treated here as determinative alongside dealing on own account. Check your permissions against the Handbook text if this is the only condition you fail.

Quantitative conditions

Aggregated across FCA-authorised firms in your group
Average assets under management (AUM) MIFIDPRU 1.2.1R(1) · measured under 4.7.5R Assets formally delegated to you by a financial entity may be excluded from the calculation. Threshold: below £1.2 billion
Average client orders handled (COH), daily MIFIDPRU 1.2.1R(2) · measured under 4.10.19R Each limb has its own ceiling. Enter zero for a category you do not handle. Thresholds: cash below £100 million/day · derivatives below £1 billion/day
Average assets safeguarded and administered (ASA) MIFIDPRU 1.2.1R(3) · measured under 4.9.8R Must be zero
Average client money held (CMH) MIFIDPRU 1.2.1R(4) · measured under 4.8.13R Must be zero
On- and off-balance-sheet total MIFIDPRU 1.2.1R(6) The only condition not limited to your MiFID business. Threshold: below £100 million
Total annual gross revenue from investment services and activities MIFIDPRU 1.2.1R(7) Calculated as an average of the annual figures for the two financial years immediately preceding the year in question — not last year’s number. Threshold: below £30 million

Group position

MIFIDPRU 1.2.10R · anti-avoidance
Are the figures above measured across all FCA-authorised firms in your group? MIFIDPRU 1.2.10R Where two or more MIFIDPRU investment firms exceed a threshold on a combined basis, each of them is treated as non-SNI. A firm with no AUM or COH of its own does not need to take group AUM or COH into account.
What this means: an indicative classification based only on what you entered. AUM, COH, ASA and CMH are averages over prescribed windows under MIFIDPRU 4, so a figure taken off today’s balance sheet is not the figure the condition tests. This tool does not perform those calculations and does not notify anyone. This is not advice.

Classification is a monitoring obligation. The prudential module tracks every MIFIDPRU metric continuously, flags a threshold before you cross it, and produces the MIF returns — with free capital monitoring to start.

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UK versus EU

Three differences that catch people out

Firms running both regimes often assume the tests mirror each other. They do not.

Permission, not volume

Dealing on own account

The EU tests net position risk, clearing margin given and trading counterparty default as metrics that must be zero. The UK replaces those with a single permission test: hold permission to deal as principal and you are non-SNI, whatever your activity.

Two-year average

Revenue

The £30 million revenue threshold is tested against the average of the two financial years immediately preceding the year in question. A single strong year does not necessarily cross it, and a single weak year does not clear it.

Anti-avoidance

Group aggregation

MIFIDPRU 1.2.10R prevents splitting business across group entities. Where two or more MIFIDPRU firms exceed a threshold on a combined basis, every one of them becomes non-SNI — including the small ones.

Rules reviewed 21 August 2026 · MIFIDPRU 1.2 · measurement bases in MIFIDPRU 4.7.5R, 4.8.13R, 4.9.8R and 4.10.19R

Scope

What this classifier does

It applies the MIFIDPRU 1.2 conditions to figures you supply. The measurement of those figures is the harder half and is left with you.

It doesApply the UK conditions

  • Tests the permission conditions separately, since either is determinative on its own.
  • Tests AUM, both COH limbs, ASA, CMH, balance sheet total and revenue against their sterling thresholds.
  • Notes that revenue is a two-year average rather than a single-year figure.
  • Flags the group anti-avoidance rule where figures are firm-level only.
  • Indicates whether you would also meet the larger non-SNI test for extended remuneration and disclosure.
  • Warns where a figure is close enough to a threshold that ordinary growth would cross it.

It does notCalculate the metrics

  • Compute average AUM, COH, ASA or CMH under the MIFIDPRU 4 measurement rules.
  • Decide whether assets formally delegated by a financial entity may be excluded from AUM.
  • Aggregate group figures or apply MIFIDPRU 1.2.10R for you.
  • Determine the rolling four-year average behind the larger non-SNI test.
  • Notify the FCA. Reclassification is notified under MIFIDPRU 1 Annex 4R through Connect.
  • Produce anything you can submit. It is a test, not a return.

Running the EU regime as well?

The IFR conditions differ in structure, not just currency. Nine conditions, no permission test, and different transition rules.

EU SNI classifier

Nothing you type here leaves your browser

The classification runs entirely in your own browser. No figure you enter is sent to REGREP, written to a log, saved to a database, or passed to any analytics tool.

Reload the page and everything is gone. Continuous monitoring against these thresholds happens inside your account, under our data processing agreement.

Questions

About SNI classification under MIFIDPRU

How is the UK test different from the EU one?

Three ways that matter. The UK replaces the EU’s zero conditions for net position risk, clearing margin given and trading counterparty default with a single permission test on dealing on own account. Revenue is measured as an average of the two preceding financial years. And MIFIDPRU 1.2.10R aggregates across FCA-authorised group firms as an anti-avoidance measure.

We hold permission to deal on own account but never use it. Are we SNI?

No. The condition turns on holding the permission, not on exercising it. A firm with permission to deal as principal is non-SNI even at zero trading activity. If that permission is genuinely redundant, the cheaper answer may be to vary it rather than carry the non-SNI regime.

How is the revenue threshold measured?

As an average of the annual figures for the two financial years immediately preceding the year in question. That smooths a single exceptional year in both directions, so a firm approaching £30 million should model two years forward rather than watching the current one.

Do I have to include other group companies?

Generally yes. The thresholds are calculated by aggregating amounts arising from MiFID activities across FCA-authorised firms in the same group, and MIFIDPRU 1.2.10R exists specifically to stop business being split to stay under them. Where two or more MIFIDPRU firms exceed a threshold combined, each of them becomes non-SNI. A firm with no AUM or COH of its own does not need to take group AUM or COH into account.

What is a larger non-SNI firm?

A non-SNI firm whose on- and off-balance-sheet assets over the preceding four years average more than £300 million, or more than £100 million where it has trading book business above £150 million or derivatives business above £100 million. The classification brings the extended requirements of the MIFIDPRU Remuneration Code, including deferral and payment in instruments, plus additional disclosure.

When do I stop being SNI, and who do I tell?

Where the threshold crossed is AUM, COH, balance sheet total or revenue, classification changes three months after it was first exceeded. Crossing others can mean an immediate transition. Notify the FCA under MIFIDPRU 1 Annex 4R through Connect as soon as you are aware.

Do you store the figures I enter?

No. Everything is tested in your browser and discarded when you close or reload the page.

Knowing your class is the easy part.

Create a free account and monitor every MIFIDPRU metric continuously, so a threshold crossing is something you plan for rather than discover.

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