ATEB suitability allows a high degree of tailoring so that all reports are individual, both to the firm (brand and image) and individual to the client (fully personalised).
By using your own firm’s logos, standard fonts and look and feel, you can promote your individual brand.
By including soft facts, client specific requirements and the client’s own words in reports, they become individual to the client.
While some standardisation is essential for control and consistency, suitability reports should be individually created.
A closer look at FG 21/3 – finalised guidance on transfers
Alistair MacDougall Compliance FCA, Pension, Pension Transfer, PI, transfer
In our recent article giving an overview of Finalised Guidance (FG 21/3), we indicated that we would pick out a few of the more interesting snippets for a closer look. That is not to imply that the rest of the guidance is of no interest, just a reflection that much of the guidance is a […]