Advanced Notice of Scheduled Maintenance

In readiness for the release of a host of new features, we’re writing to inform you about a scheduled maintenance window affecting access to ATEB Suitability.

It has been almost 2 years since we launched our  Ex-Ante/Ex-Post Costs and Charges Statement template, designed to assist firms in meeting their disclosure requirements under MiFID II.  Since then we have observed how the industry has adapted to provide customers with this information and we have taken the opportunity to refresh our template to meet changing needs.

This upgrade includes:

  • The separation of  the ‘Ex-Ante’ & ‘Ex-Post’ statement functionality into their own standalone templates;
  • The refactoring of the ‘Ex-Post’ statement to aggregate all of a customer’s charges across their entire portfolio into one document;
  • The consolidation of the  ‘Continued Suitability Review’ and ‘Periodic Suitability Review’ templates into a single template;
  • The ability to generate an ‘Ex-Post’ costs and charges statement from within the ‘Periodic Suitability Review’ template;
  • The addition of multi-currency support across all templates;
  • A new Content Integration from Synaptic;
  • much more…

Full details of the changes will be provided in our release note to be issued on Tuesday 6th April 2021 via email and here on the ATEB News website.

Scheduled Maintenance Window

The ATEB Suitability system will be unavailable between the following times:

9pm and 11pm BST Monday 5th April 2021

Please ensure you save your work ahead of 9pm and log out of the system

Thank you for your understanding and we appreciate your continued use of ATEB Suitability.

Please don’t forget, our support team are available 9am – 5pm / Mon – Fri to answer any questions you may have / 0191 338 8177.

Important Note: ATEB news is intended to provide general information ONLY. The content, including any views expressed or guidance provided, does not replace the need to comply fully with FCA Rules and Guidance. Unless you have discussed news article content with ATEB, and specifically how it relates to your circumstances, then ATEB disclaims all liability and responsibility and actions arising from any reliance placed upon it. For the avoidance of doubt therefore, any reliance you place on such information without our consultation is at your own risk.

ATEB Compliance offers compliance and regulatory advice.

ATEB Suitability provides report writing software for the financial services market.

Our View

We believe these enhancements will significantly speed up the ongoing suitability review process for firms.

Action Required By You

Please ensure you save your work ahead of 9pm on 5th April 2021 and log out of the system.
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About the Author

Director - Having joined us directly from university, David quickly developed into an indispensable member of the team. As our IT Director he is responsible for ATEB’s technology strategies, security systems and platforms. He has been at the forefront of the development of ATEB Suitability and instrumental in ensuring that the complex regulatory requirements are catered for in an interactive and intuitive fashion. He would be delighted to discuss its capabilities with you in more detail.

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