New FCA Data Collection Platform (replacing Gabriel)
Firms need to register for the new platform.
LATEST NEWS
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 [...]
COVID-19 and vulnerable customers
Alistair MacDougall Compliance 2019, 2020, COVID-19, FCA, PI
The COVID-19 pandemic might result in additional client vulnerability.