The Tax Incentivised Savings Association (TISA) has produced a set of slides explaining SM&CR. Firms might find these helpful as a basis for training staff about the new regime.
The slides can be accessed here.
The Tax Incentivised Savings Association (TISA) has produced a set of slides explaining SM&CR. Firms might find these helpful as a basis for training staff about the new regime.
The slides can be accessed here.
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For information.
For information. ATEB can help firms prepare for and implement the SM&CR. Contact us if you would like more information.
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 […]