Following on from the well received GDPR seminars ATEB ran in April, we have created a guide to GDPR.
SUITABILITY
REPORTS
Following on from the well received GDPR seminars ATEB ran in April, we have created a guide to GDPR.
Important Note: ATEB news is intended to provide general information ONLY. The content, including any views expressed or guidance provided, does not replace the need to comply fully with FCA Rules and Guidance. Unless you have discussed news article content with ATEB, and specifically how it relates to your circumstances, then ATEB disclaims all liability and responsibility and actions arising from any reliance placed upon it. For the avoidance of doubt therefore, any reliance you place on such information without our consultation is at your own risk.
ATEB Compliance offers compliance and regulatory advice.
ATEB Suitability provides report writing software for the financial services market.
GDPR is more complex than it first appears and firms need to ensure full understanding of its impact on the firm’s processes.
Contact your ATEB consultant for a copy of the guide.
EBI (Evidence Based Investing) – Content Integration Update
Doug McFarlane Suitability 2024, content management, EBI, Update
We have some exciting news on the latest upgrade to ATEB Suitability on 3 May 2024. This update comes at no additional cost and provides some new additions to our EBI content integration. We have updated our EBI content integration with the following portfolio ranges: Vantage Impact: Vantage Impact 20 Vantage Impact 40 […]