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.
Your clients are Unique and your reports to them should be too
This generically refers to the transfer of benefits
Switching from one investment to another
Don’t replace unless there is a damn good reason to do so
Special Report by ATEB: A Guide to Independence
Steve Bailey Compliance FCA
In association with Adviser Business Review Magazine ATEB has produced a guide that highlights key characteristics for an independent firm.