Following the new Chancellor’s fiscal statement on 23rd September 2022 we have updated ATEB Suitability to incorporate the changes to the rates of Stamp Duty & Land Tax. The revised rates can be found in the optional Glossary of Terms when making Mortgage Recommendations.
As always, our friendly support team are also available 9am – 5pm / Mon – Fri to answer any further questions you may have. Either email support@atebsuitability.co.uk or call 0191 338 8177.
Important Note: ATEB news is intended to provide general information ONLY. The content, including any views expressed or guidance provided, does not replace the need to comply fully with FCA Rules and Guidance. Unless you have discussed news article content with ATEB, and specifically how it relates to your circumstances, then ATEB disclaims all liability and responsibility and actions arising from any reliance placed upon it. For the avoidance of doubt therefore, any reliance you place on such information without our consultation is at your own risk.
ATEB Compliance offers compliance and regulatory advice.
ATEB Suitability provides report writing software for the financial services market.
The 1 day rule is now 3 days
….. and you need to write to the client
….. and you need to report such complaints.
Firms’ use of platforms is on the FCA’s radar. Are you getting it right?
This report contains a wealth of interesting information for firms. See how you compare.
A reminder of why suitability should be your top priority.
July 2016 Update
David Anderson Suitability 2016, Budget, PI, Update
More Choice – More Flexibility – More Relevance