As we reach the nether regions of the alphabet, the letters get correspondingly trickier. We have therefore called on the finest literary brains in the country (or at least the north-east) to provide you with some quick-fire V – Z’s.
V is for Verbatim, which comes from the Latin ‘verbum’ (word) and meaning “in exactly the same words as were used originally”.
To bring this into context, think ‘copy and paste’, a sure fire way of referring to Jane as Bill, and him as her. Copying and pasting previous reports as the basis for a new one, is asking for trouble.
Instead, why not use the ATEB Suitability ‘Favourites’ option which allows you to store repeatedly used reports (e.g. ISA) with all the core, standard text (your firm, your adviser, etc) and simply use the report wizard to enter the client specific details.
For more information, please visit the ATEB suitability help videos.
Trust Registration Service – update
John Begg Compliance 2017, 2020, 2021, EU, ML, Pension, PI, Register, transfer, Update
New rules, transposing the Fifth Money Laundering Directive (5MLD) into UK law took effect on 10 January 2020. One impact of the rules was to broaden the scope of the Trust Registration Service (TRS) requirements. you can read more about 5MLD and TRS here. In brief, the previous rules required that all express trusts that […]