Examinations - uploading your documents

We typically ask you to send us certain information before we start an examination. You can send these documents to us using the secure myJFSC portal.

If you’re new to myJFSC:

If you do not currently have a myJFSC account, you can create one on the myJFSC home page.

Select login/register, then sign up now.

If you experience issues with the portal:

If you have any technical issues with myJFSC, please contact our regulatory maintenance team.

What you’ll be able to see:

If you hold an external document upload role, you can see any open examinations linked to your business.

You cannot see any other information unless you also hold another role that gives you access to those areas of the portal.

Preparing your documents:

Before an examination, we will send you an information request listing the documents we need.

Check whether you can meet the deadlines in the information request. If you cannot, please contact your lead examiner as soon as possible so we can agree a way forward.

Early engagement helps avoid delays, follow‑ups and uncertainty.

You can find our guidance to help you prepare for examinations on our website here.

Upload limits:

You can upload up to 1GB of files per submission.

There is no limit on the total number of files you can upload. However, where uploading multiple documents, we recommend uploading no more than 200 documents at once.

Naming conventions:

To avoid failed uploads, all files should follow the naming convention set out in any information request, this typically starts with S2F.

Tips for uploading:

When uploading documents, you should:

• Avoid using #, [ ], or more than four hyphens in file names
• Upload only the relevant sections of large documents - this is important for examination efficiency and avoids us needing to ask further questions to identify evidence of compliance with the obligations
• Keep a record of the documents you have uploaded, the names used and when the documents were provided to avoid duplication
• Add a short explanation to the annotated information request where you cannot provide a document, or if the reason for uploading a document is not obvious

How to upload your documents:

• Log in to myJFSC

• Select manage entities

• Select the entity you hold the examination document upload role for

• Select examinations (if required)

• Choose the relevant examination

• Upload your documents

To upload a single document

• select choose file, this will open file explorer for you
• select the relevant file
• select open

To upload multiple documents (recommended)

• Select choose file, this will open file explorer for you
• Select your files by holding the “ctrl” key to allow multiple documents to be selected
• Select open
• Or alternatively you can drag and drop your documents individually into the upload files area

Upload progress

• A progress box will appear while your documents upload
• Select upload complete and your files will show in a list
• When everything is uploaded, select confirm

After uploading

Your documents will form part of your examination record, and you can upload documents up until the close‑out meeting.

To view the documents that you have uploaded select: examination documents already uploaded.

Documents provided by the JFSC:

MyJFSC has been updated so that we can upload documents for you to download, and includes:

• Information requests
• Follow‑up questions
• Examination reports

When we upload something for you to view and download, we will also send you an email to let you know.

To access documents provided by the JFSC:

• Log in to myJFSC
• Select manage entities
• Select the entity you hold the examination document upload role for
• Select examinations (if required)
• Choose the relevant examination
• Select shared documents