Trustee & Power Of Attorney As Client + Additional Wording Options
We have completed the latest upgrade to ATEB Suitability on 22nd May 2022. This update comes at no additional cost
Doug McFarlane
Template Enhancements including New Buy to Let Mortgage Options
We have completed the latest upgrade to ATEB Suitability on 13th March 2022. This update comes at no additional cost
New ‘Assets & Liabilities’ and ‘Income & Expenditure’ tables + ‘Agreed Objectives & Priorities’ changes
We have completed the latest upgrade to ATEB Suitability on 27th October 2021. This update comes at no additional cost
Product Enhancements & Content Management Updates
We completed the latest upgrade to ATEB Suitability on 27th May 2021. This update comes at no additional cost and
Upgraded Periodic Review Template with Costs and Charges Statement + Much More
We completed the latest upgrade to ATEB Suitability on 6th April 2021. This update comes at no additional cost and
Minimum Pension Age Regulatory Change in ATEB Suitability
Following the release of a consultation paper on 10th February 2021 by HM Treasury, we have now added a ‘Proposed