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Odum Research
Odum ResearchFCA 975797
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FCA 975797

Regulatory Umbrella

FCA Appointed Representative services for Professional clients. Operational in weeks, not the 12-24 months of direct authorisation.

The Client Portal
Once approved, your clients get their own login with full reporting — the same institutional tools we use internally.
Portfolio Dashboard

NAV, P&L attribution, position breakdown by strategy and asset class. The same 10-factor waterfall used by our own trading desk.

Trade History

Every trade your clients execute — filterable, exportable, with full audit trail. Slippage analysis and best execution records included.

Compliance Reports

MiFID II transaction reporting, best execution monitoring, KYC/AML workflow management. Generated automatically or on demand.

Settlement & Fees

Real-time settlement status, fee breakdowns, monthly invoicing. Your clients see their costs transparently.

Days, Not Years
Start trading legally in days rather than the 12-24 months for direct FCA authorisation
Full FCA Coverage
Dealing, arranging, advising, and managing permissions under our FCA authorisation
Compliance Support
MLRO services and ongoing regulatory supervision
FCA-Authorised Activities
Regulated activities under our FCA authorisation (Ref 975797). All activities are limited to Professional and Eligible Counterparty clients.
Dealing in Investments as Agent FCA
Execute trades on behalf of clients across regulated markets
Arranging (Bringing About) Deals in Investments FCA
Introduce clients and arrange transactions in investments
Making Arrangements with a View to Transactions FCA
Facilitate investment transactions for clients
Managing Investments FCA EU ESMA
Discretionary portfolio management for professional clients
Fund Structure — Crypto Spot FCA EU ESMA
Pure crypto spot fund vehicles managed by us.
Fund Structure — Derivatives & Traditional Markets EU ESMA
Crypto derivatives, options, futures, and traditional markets (equities, FX, fixed income, commodities). Managed by us under combined FCA + EU ESMA regulatory coverage.

Engagement Options

Appointed Representative
AR Setup
From £4,000/mo
Plus one-time setup fee. Operate under our FCA authorisation as an Appointed Representative.
Full FCA AR registration
Due diligence review
FCA notification
Compliance manual
Staff training
Advisory
Advisory Engagement
From £3,000/mo
Plus one-time setup fee. Contracted advisory role under our regulatory supervision.
Contracted advisory role
Activities under our supervision
Access to additional services
Streamlined onboarding
Revenue sharing models
Fund Structure
Fund Management
Contact Us
Two paths depending on asset class — we manage both under full regulatory coverage
Crypto Spot
Pure crypto spot funds housed entirely by us
Streamlined setup with full platform support
Derivatives & Traditional Markets
Derivatives and traditional markets (equities, FX, fixed income, commodities)
EU ESMA-regulated fund vehicles for all asset classes
Combined FCA + EU regulatory coverage
AR Monthly Supervision
Included with Full Platform
Ongoing compliance services for Appointed Representatives
Compliance monitoring
MLRO services
Regulatory reporting
Annual review
MiFID II transaction reporting
Ongoing regulatory supervision

Professional Clients Only

All Odum Research services are available exclusively to Professional Clients and Eligible Counterparties. Retail client business is not permitted.

See It In Action

Apply online, upload documents at your own pace, and get operational in weeks. Once approved, your clients get their own portal — portfolio performance, trade history, compliance reports, and settlement tracking — the same institutional reporting tools we use internally.

How You Can Use This

Choose your level of control. Mix and match as needed.

Self-Service
Our tools and templates, you manage
Compliance dashboard and reporting templates
MiFID II transaction reporting tools
Best execution monitoring and audit trail
KYC/AML workflow management
Managed
We handle all compliance for you
MLRO services and ongoing regulatory supervision
Full FCA regulatory reporting handled by us
Ongoing supervision and annual reviews
Staff training and compliance manual maintenance
BYO Processes
Your compliance processes, our regulatory umbrella
Operate under our FCA authorisation as AR
Use your own compliance processes and team
Our oversight ensures regulatory compliance
Faster onboarding than direct FCA authorisation
Fund Structure
We set up and manage fund vehicles for your strategies
Regulated fund vehicle setup and administration
Launch regulated fund vehicles for your strategies
Client distribution through our network
Combined with our regulatory umbrella for full coverage

If you're managing capital, executing trades, or advising on investments — however you describe it internally — those are regulated activities. The line between software and advice is thinner than most people think, and the consequences of getting it wrong are real. Getting properly authorised doesn't have to be complicated or expensive. We've built the infrastructure to make it straightforward. Better to do it right from day one than to find out the hard way.

Ready to get started?

Book a demo to see the platform in action, or get in touch with our team.

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