Defaqto & P1 Content Integrations + additional Providers & Investments
We completed the latest upgrade to ATEB Suitability on 20th March 2022. This update comes at no additional cost and
David Anderson
New Parent/Child Company Account Relationships & Intelliflo Office Upgrade
We have completed the latest upgrade to ATEB Suitability on 14th January 2022. This update comes at no additional cost
Stamp Duty Changes & Standard Life -> abrdn
We’re writing to inform you of a couple of changes we have made to ATEB Suitability. What does this mean
Template Upgrades – Including Attitude to Investment Risk Section
We have completed the latest upgrade to ATEB Suitability on 20th September 2021. This update comes at no additional cost
Regulatory Change – Proposed Changes to the Normal Minimum Pension Age
We have made a change to ATEB Suitability following a recent regulatory development. What does this mean for
Template Enhancements including ‘Risk Warning’ & Power of Attorney Changes
We completed the latest upgrade to ATEB Suitability on 15th July 2021. This update comes at no additional cost and
Template Updates including ‘Whole of Life Cover’ Considerations for Defined Benefit Scheme Transfer Recommendations
We completed the latest upgrade to ATEB Suitability on 9th July 2021. This update comes at no additional cost and
Catering for Investment Pathways
Hot on the heels of our Periodic Review update last week, we have added a new section to the main
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
Upgraded Costs and Charges Statement Template & Much More
Upgraded Costs and Charges Statement & Much More