We have completed the latest upgrade to ATEB Suitability on 7 February 2025. This enhancement comes at no additional cost and provides an update to our ‘Content Management’ library.
Within the ‘Investments’ feature of ‘Content Management’, we have made the following changes to our Royal London portfolios:
Royal London’s Governed Portfolios 1-9 have been replaced with the following portfolios:
- Governed Portfolio Defensive
- Governed Portfolio Conservative
- Governed Portfolio Moderate
- Governed Portfolio Growth
- Governed Portfolio Enhanced
- Governed Portfolio Dynamic
- Governed Portfolio Total Equity
We have also updated Royal London’s ‘Sustainable’ portfolio range with new fund fact sheet descriptive text and added two new ‘Sustainable’ portfolios:
- Sustainable Corporate Bond Trust
- Global Sustainable Equity
Interested in exploring our key features and benefits? Click the link below:
Please don’t forget we have a collection of ‘how to’ guides, articles and hints/tips via our FAQs which are available on our Help & Support Portal.
Our support team are available 9am – 5pm / Mon – Fri to answer any further questions you may have support@atebsuitability.co.uk / 0191 338 8177.
FCA expectations – temporary long term absence
Richard Foster Compliance 2020, 2021, Certification, Conduct, Directory, FCA, PI, Register, Senior Manager, transfer
Following consultation in CP20/23, which was published in December 2020, the FCA has made changes to the Handbook. The affected sections are: SYSC 25.4 FIT 1.3 SUP 10A.14, 10C.9, 10C.10, 10C.11, 10C.14, 10C Annex 2G and 10C Annex 6R Form D In summary, the changes to the Handbook are intended to reflect the FCA’s […]