Menu
Autumn Statement
Suitability

Further to the chancellor’s Autumn Statement yesterday we are pleased to inform you the ATEB suitability system has been updated overnight:

– Updated ‘Glossary of Terms’ to reflect the new approach to Stamp Duty Land Tax and the revised rates/bands

– Updated ‘Glossary of Terms’ to include the changes to NISA legislation. More specifically; if an ISA saver in a marriage or civil partnership dies, their spouse or civil partner will inherit their ISA tax advantages.

We look forward to providing more information on further changes coming to the software soon.

Don’t forget to check Our View about this article and the Actions Required By You

arrow-top-right

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.

SUIT - Beautiful Reports
CREATE BEAUTIFUL
SUITABILITY
REPORTS
TRY IT FOR FREE
SUIT - Complete Control
TAKE BACK
CONTROL OF YOUR
SUITABILITY REPORT
PRODUCTION
TRY IT FOR FREE
SUIT - Comp confidence
SUITABILITY
REPORTS
WITH FULL
COMPLIANCE
CONFIDENCE
TRY IT FOR FREE
previous arrow
next arrow

About the Author

David Anderson

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.

Contact Us

2014BudgetUpdate
Suitability

Brought to you by

Explore more articles in this category

Other articles that you might be interested in

Ateb News banner – 85@2x

ATEB Suitability wins Best Suitability Report Generator at the 2024 UK Enterprise Awards

Suitability , , ,

ATEB Suitability is proud to announce its recent accolade at the 2024 UK Enterprise Awards, where it won “Best Multi-Product Suitability Report Generator.” This award recognises ATEB Suitability’s innovative approach to suitability report generation, setting new standards in the industry for accuracy, efficiency, and user-friendliness. The UK Enterprise Awards celebrate outstanding businesses and organisations that […]

Read More
iboss bg

New Content Integration with IBOSS Asset Management

Suitability , , , ,

We have some exciting news on the latest upgrade to ATEB Suitability on 1st August 2024. This update comes at no additional cost and provides a new addition to our content integration library.     We have partnered with IBOSS to provide our customer firms with access to the following: A description of their service A […]

Read More
atebsuitabilityXplannr bkg

New Data Integration with Plannr

Suitability , , , ,

We are thrilled to announce that Plannr CRM has been added to our list of data integration partners.     Presenting a seamless integration between Plannr and ATEB suitability. Improved efficiency in creating suitability reports! Within Plannr, you can access ATEB Suitability directly through your client record and pre-populate your client data within our suitability report […]

Read More
News bkg

Content Management Update – Providers, Platforms & Investments

Suitability , , ,

We have completed the latest upgrade to ATEB Suitability on 6 June 2024. This update comes at no additional cost and provides various updates to our ‘Content Management’ libraries. Full details can be found below: ‘Provider/Platform’ Descriptions Our current library bank of ‘Provider/Platform’ descriptions has been fully updated, including new assets under management (AUM) figures. […]

Read More
iStock-1497846774

EBI (Evidence Based Investing) – Content Integration Update

Suitability , , ,

We have some exciting news on the latest upgrade to ATEB Suitability on 3 May 2024. This update comes at no additional cost and provides some new additions to our EBI content integration.     We have updated our EBI content integration with the following portfolio ranges: Vantage Impact: Vantage Impact 20 Vantage Impact 40 […]

Read More
Load More