Fiscal Statement: Stamp Duty & Land Tax Changes 26 September 2022 David AndersonSuitability Following the new Chancellor’s fiscal statement on 23rd September 2022 we have updated ATEB Suitability to incorporate the changes to […] Read More
New Security Feature: Two-Factor Authentication 8 September 2022 David AndersonSuitability We have completed the latest upgrade to ATEB Suitability on 7th September 2022. This comes at no additional cost and […] Read More
New Content Integration with EBI, Periodic Review Template Updates & Much More 14 August 2022 David AndersonSuitability We have completed the latest upgrade to ATEB Suitability on 14th August 2022. This update comes at no additional cost […] Read More
EV Content Integration Update + Provider & Investment Library Updates 27 June 2022 David AndersonSuitability We have completed the latest upgrade to ATEB Suitability on 27th June 2022. This update comes at no additional cost […] Read More
Trustee & Power Of Attorney As Client + Additional Wording Options 22 May 2022 Doug McFarlaneSuitability We have completed the latest upgrade to ATEB Suitability on 22nd May 2022. This update comes at no additional cost […] Read More
Defaqto & P1 Content Integrations + additional Providers & Investments 21 March 2022 David AndersonSuitability We completed the latest upgrade to ATEB Suitability on 20th March 2022. This update comes at no additional cost and […] Read More
Template Enhancements including New Buy to Let Mortgage Options 13 March 2022 Doug McFarlaneSuitability We have completed the latest upgrade to ATEB Suitability on 13th March 2022. This update comes at no additional cost […] Read More
New Parent/Child Company Account Relationships & Intelliflo Office Upgrade 17 January 2022 David AndersonSuitability We have completed the latest upgrade to ATEB Suitability on 14th January 2022. This update comes at no additional cost […] Read More
New ‘Assets & Liabilities’ and ‘Income & Expenditure’ tables + ‘Agreed Objectives & Priorities’ changes 27 October 2021 Doug McFarlaneSuitability We have completed the latest upgrade to ATEB Suitability on 27th October 2021. This update comes at no additional cost […] Read More
Stamp Duty Changes & Standard Life -> abrdn 1 October 2021 David AndersonSuitability We’re writing to inform you of a couple of changes we have made to ATEB Suitability. What does this mean […] Read More