Menu
Individual

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.

Don’t forget to check Our View about this article and the Actions Required By You

Individual

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.

SUIT - Beautiful Reports
CREATE BEAUTIFUL
SUITABILITY
REPORTS
TRY IT FOR FREE
SUIT - Complete Control
TAKE BACK
CONTROL OF YOUR
SUITABILITY REPORT
PRODUCTION
TRY IT FOR FREE
SUIT - Comp confidence
SUITABILITY
REPORTS
WITH FULL
COMPLIANCE
CONFIDENCE
TRY IT FOR FREE
previous arrow
next arrow

About the Author

Contact Us

Brought to you by

Explore more articles in this category

Other articles that you might be interested in

TBailey big bkg2

New Content Integration with T. Bailey Asset Management

Suitability , , ,

We have some exciting news on the latest upgrade to ATEB Suitability on 15th March 2024. This update comes at no additional cost and provides a new addition to our content integration library.     We have partnered with T. Bailey Asset Management to provide our customer firms with access to the following: A description of their […]

Read More
waverton big bkg

New Content Integration with Waverton Investment Management

Suitability , , ,

We have some exciting news on the latest upgrade to ATEB Suitability on 6th March 2024. This update comes at no additional cost and provides a new addition to our content integration library.     We have partnered with Waverton Investment Management to provide our customer firms with access to the following: A description of their service […]

Read More
8am bkg

New Content Integration with 8AM Global

Suitability , , ,

We have some exciting news on the latest upgrade to ATEB Suitability on 14th February 2024. This update comes at no additional cost and provides a new addition to our content integration library.     We have partnered with 8AM Global to provide our customer firms with access to the following: A description of their service A […]

Read More
mountains1920

New Content Integration with Invesco

Suitability , , , ,

We have some exciting news on the latest upgrade to ATEB Suitability on 2nd February 2024. This update comes at no additional cost and provides a new addition to our content integration library.     We have partnered with Invesco to provide our customer firms with access to the following: A description of their service A description for […]

Read More
news-item2

ATEB Compliance is now Thistle Initiatives

Compliance ,

Our new website is: www.thistleinitiatives.co.uk and you can keep up to date with all of our usual regulatory and company updates here.

Read More
Load More