BREXIT transition
The UK has now left the EU. Find out what the transtion period means for you and your clients.
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 [...]
FOS limit changes
Alistair MacDougall Compliance 2019, 2020, complaints, FCA, FOS, PI
1 April 2020 – FOS awards limits changes.