Menu
Autumn Statement

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

Autumn Statement

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

Contact Us

Brought to you by

Explore more articles in this category

Other articles that you might be interested in

Dark_wall_just_ateb_signage

Financial Scams – Insuring the IFA’s Own Losses and the Client’s Losses

Compliance

More and more stories are coming to light of fraudulent schemes continuing to evolve at an alarming rate (please see recent ATEB news articles). Vigilance across the whole firm is essential.

Read More
Dark_wall_just_ateb_signage

Finalised Guidance: Inducements & Conflicts of Interest

Compliance , ,

The FCA’s finalised guidance (FG14-01) sets clear parameters.

Read More
Dark_wall_just_ateb_signage

Positive Compliance: Episode Three

Compliance , , , ,

This is the third in our series of Positive Compliance news articles and focusses on the important topic of Income Drawdown. Find out more by reading the full article.

Read More
Dark_wall_just_ateb_signage

Financial Scam Follow Up

Compliance

Following on from our previous article on this subject, one of our clients has kindly supplied the following information.

Read More
Dark_wall_just_ateb_signage

Mortgage Market Review Documentation

Compliance ,

The changes outlined in the Mortgage Market Review (MMR) come into effect on 26th April 2014. As promised ATEB now have a suite of documents to help you finalise your implementation.

Read More
Load More