We wrote with details of the latest FCA survey. You can read those details here. The FCA has now extended the response dates as indicated below.
“On 19 July 2021, we sent the below e-mail informing you of our plans to issue a Covid-19 Impact Survey to firms in Tranche 1 for a fifth time. In recognition of the holiday period in August we have decided to extend the survey completion date. Please see new dates below:
Batch 1: to be sent on 2 August 2021 – response due by 13 September 2021
Batch 2: to be sent on 3 August 2021 – response due by 14 September 2021
Batch 3: to be sent on 4 August 2021 – response due by 15 September 2021
Batch 4: to be sent on 6 August 2021 – response due by 17 September 2021
No other changes have been made; the survey questions and supporting material remain the same.”
New Content Integration with Plannr
Doug McFarlane Suitability 2024, content management, ML, T.Bailey, transfer, Update
We are thrilled to announce that Plannr CRM has been added to our list of integration partners. Presenting a seamless integration between Plannr and ATEB suitability. Improved efficiency in creating suitability reports! Within Plannr, you can access ATEB Suitability directly through your client record and pre-populate your client data within our suitability report writing […]