Huw Reynolds, ATEB Director, recently presented a cheque for £1,000 to Porfield Social Activity Centre (near Huw’s home village in Pembrokeshire). The centre provides support to adults with learning difficulties and helps to integrate them into the community.
The funds were raised by Huw’s charity bike ride from Whitehaven to Tynemouth.
A further cheque for approximately £1,000 will be given to Marie Curie Cancer Care.
Thank you to everybody who donated to both these worthy causes.
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ATEB Suitability provides report writing software for the financial services market.
The FCA’s finalised guidance (FG14-01) sets clear parameters.
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.
Following on from our previous article on this subject, one of our clients has kindly supplied the following information.
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.
Financial Scams – Insuring the IFA’s Own Losses and the Client’s Losses
Steve Bailey Compliance PI
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.