Autumn Statement
Stamp Duty Rate and NISA Tax Benefit Changes
Suitability
Zombie
Will your Suitability Reports come back from the grave to haunt you?
Yearly
Demonstrate an audit trial for reviews
X-Factor
Only ATEB suitability reports have that special X factor
Waffling
Join the campaign to make waffling a finable offence!
Verbatim
Copying and pasting previous suitability reports is asking for trouble
Unique
Your clients are Unique and your reports to them should be too
Transfers
This generically refers to the transfer of benefits
Switches
Switching from one investment to another
Replacement Business
Don’t replace unless there is a damn good reason to do so