Trustee & Power Of Attorney As Client + Additional Wording Options
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22 May 2022 / Suitability
Trustee & Power Of Attorney As Client + Additional Wording Options

We have completed the latest upgrade to ATEB Suitability on 22nd May 2022. This update comes at no additional cost and provides firms with the ability to write suitability reports and letters to Trust/Trustee(s) and Power of Attorney(s) as client. Full details of the enhancements can be found in the tables below, but some of [...]

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