Operational resilience register — vendors providing material services to the firm. UK firms: FCA SS1/21 / SYSC 8 third-party arrangements. AU firms: APRA CPS 230 critical service providers.

VendorServiceCriticalityRTO / RPO (h)JurisdictionImpact tolerance
AJ BellCustodian platform — SIPP for drawdown phasecritical4 / 1ukDrawdown clients unable to transact; manual valuation path required.
AWSCompute & storage (eu-west-2 production region)critical4 / 1ukFull service outage; DR plan invoked.
AWSCompute & storage (ap-southeast-2 production region)critical4 / 1auFull service outage; DR plan invoked.
ComplyAdvantageAML screening, PEP/sanctionscritical8 / 1ukAML gate blocks advice; tolerable for short outages with monitoring.
CynopsisAML screening — AU sanctions/PEP/adverse mediacritical8 / 1auAML gate blocks SoA finalisation; tolerable for short outages with monitoring.
FrankieOneIDV/AML — DVS/FVS adapter for AU client onboardingcritical4 / 1auClient onboarding blocked while down; manual 100-point ID checklist path available.
HUB24Custodian platform — wrap accounts, super, pensioncritical4 / 1auActive client positions unavailable; halt new applications.
NetwealthCustodian platform — wrap accounts, super, pensioncritical4 / 1auActive client positions unavailable; halt new applications.
SumsubIDV — client identification & verificationcritical4 / 1ukOnboarding blocked if down; queue manual review for IDV-pending cases.
TransactCustodian platform — wraps, SIPP, GIAcritical4 / 1ukActive client positions unavailable; halt new applications.
WorkOSAuthentication / SSO / directorycritical4 / 1ukSign-in blocked; existing sessions continue until expiry.
AWS BedrockLLM inference (Claude family)high12 / 0ukGenerators degrade to template-only mode; advisers can still progress cases manually.
AWS BedrockLLM inference cross-region (Claude family)high12 / 0auGenerators degrade to template-only mode; advisers can still progress cases manually.
DocuSignQualified electronic signatureshigh12 / 1ukSuitability reports cannot be e-signed; defer to next business day if outage extends.
TwilioSMS — client communications + MFA codesmedium24 / 1auSMS MFA falls back to TOTP; client SMS reminders delayed.
DEV surface: personas  ·  signed in: Sarah Crowther [PRINCIPAL]