The 7 May 2026 effective date for CASS 15 marks the most significant overhaul of safeguarding rules in a decade. For Payment Institutions (PIs) and Electronic Money Institutions (EMIs), the shift from a principles-based regime to the prescriptive, controls-driven environment of the Client Assets Sourcebook (CASS) is a major operational hurdle.

In this 30-minute briefing, Complyport’s CASS experts will break down the practicalities of transitioning to the new regime. We will move beyond the theory to address the real-world implementation challenges firms are facing, from the “insolvency mindset” required for record-keeping to the rigorous demands of the first mandatory CASS 15 audits.