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.
FG 21/3 – client objectives
Alistair MacDougall Compliance Drawdown, FCA, ML, Pension, Pension Transfer, PI, transfer
Following on from our previous articles on FG21/3, we will look today at another of the interesting areas covered by the guidance. It goes without saying that the guidance itself is helpful, reiterating and emphasising previous rules and guidance and clarifying some areas that were arguably fuzzy before. However, as well as the actual content, […]