As I am sure you will be aware the chancellor’s budget last week throws a few curve balls for the financial service industry to get to grips with. However, in true ATEB style we are getting ahead of the game and will be pushing out updates later this evening in readiness for some of the changes which start from 27th March 2014.
The updates we have made are tweaks to wordings within the Glossary of Terms and Reasons/Disadvantages of Product Recommendations. These changes focus on CGT limits, changes to drawdown rules and lifetime/ISA allowances.
We are also aware of other changes which will apply later this year and we will update accordingly.
If you have any questions or queries please do not hesitate to contact us here.
New FCA fee for Form A applications
Lisa Cross Compliance 2020, 2022, FCA, Senior Manager, Update
We have been advised by the FCA as follows: “Following our recent revalorisation of the application fees earlier this year, on 24 January we advised that we would be introducing a new charge of £250 for standalone long Form A applications both for Senior Manager Functions and Controlled Function for Appointed Representatives. We […]