We are pleased to inform you that the latest upgrade to ATEB Suitability was completed on 18th March 2025.
Full details below:
Rebrands
In response to recent industry rebrands, we have made the following changes to our ‘Providers/Platforms’ and ‘Investments’ libraries:
‘Providers/Platforms’
- ‘Abrdn’ has been renamed to ‘Aberdeen’.
- ‘Close Bros Asset Management’ has been renamed to ‘TrinityBridge’, with updated descriptive text.
‘Investments’
The fund/portfolio ranges for TrinityBridge (formerly Close Bros Asset Management) have also been revised and updated with new fund fact sheet descriptive text.
Interested in exploring our key features and benefits? Click the link below:
As always, our support team are available 9am – 5pm / Mon – Fri to answer any further questions you may have support@atebsuitability.co.uk / 0191 338 8177.



The replacement business blind spot?
Paul Jay Compliance Drawdown, FCA, Pension, PI, platform, Switch, transfer
We’ve been involved with a number of firms who are on the acquisition trail and as part of the due diligence work we support them with, we check a lot of advice files. It won’t come as a surprise that many of these involve replacement business. What never ceases to amaze us is that, despite […]