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.
![iStock-2156168033 [Converted]](https://news.ateb-group.co.uk/wp-content/uploads/2024/11/iStock-2156168033-Converted-1920x960-250x230.jpg "iStock-2156168033 [Converted]")
Template Enhancements: Inheritance Tax (IHT) & Pensions
Doug McFarlane Suitability 2024, Budget, content management, IHT, Inheritance Tax, Pension, Pensions, PI, protection, Suitability Review, Template Enhancement, Update
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