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New Content Integration with Pacific Asset Management
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9 April 2025 / Suitability
New Content Integration with Pacific Asset Management

We have some exciting news on the latest upgrade to ATEB Suitability on 9 April 2025. This update comes at no additional cost and provides a new addition to our content integration library.     We have partnered with Pacific Asset Management to provide our customer firms with access to the following: A description of their service [...]

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FS Register – downtime and data

Compliance ,

Dates to note.

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Regulatory Change

New Xplan Data Integration & Sample Templates Added

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New Data Integration with Xplan and more Managed Content

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Pension transfers – ensuring client understanding

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The new rules around transfer advice set a difficult challenge for advisers.

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Scam FCA email alert

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Watch out for this scam email.

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SM&CR deadlines

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A reminder …

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Aggregated costs and legacy trail commission

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Do firms need to disclose trail commmission on pre-RDR legacy products?

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FCA Covid-19 Impact Survey

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The FCA is issuing a mandatory survey to firms over the next couple of weeks.

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Directory Data Deadlines

Compliance ,

Remember to submit your Directory Data before the deadline.

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Abridged Advice – points to note

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One should do and one don’t do!

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SM&CR – FCA explainer video

Compliance ,

The FCA has issued a video explaining what firms have to do ahead of 31 March 2021.

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ATEB Compliance is now Thistle Initiatives

Our new website is www.thistleinitiatives.co.uk. There will be no further posts here from ATEB Compliance. You can keep up to date with all of our usual regulatory and company updates here going forward. 

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EARLIER ON WE ALSO DISCUSSED...

Replacing wet signatures

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COVID-19 latest FCA updates

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Launching 3 new Content Management Features (Providers, Investments & Custom Appendices)

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COVID-19 and vulnerable customers

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New FCA Data Collection Platform (replacing Gabriel)

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COVID-19: responsibilities of Senior Managers in relation to work-related travel

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Financial Ombudsman Service – updates

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FCA Trade Association COVID -19 liaison meeting

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SM&CR training

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COVID-19 update

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FCA data strategy

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COVID-19 – urgent action required to identify key workers

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COVID-19 – Provider updates

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