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.
AR survey
Michael Senior Compliance 2021, complaints, Conduct, email, EU, FCA, scam, Xplan
The FCA is requesting completion of a survey from firms with Appointed Representatives (ARs). Where applicable, firms may already have received this. Given the risk of scams, the FCA now takes care to pre-warn firms that a communication is genuine. We have had confirmation that the following survey and email addresses used are legitimate. […]