To assist firms with the implementation and transition into the new world of the Mortgage Market Review (MMR), we have drawn up the following documents:
- A summary of the new MCOB rules in checklist format; use this to ensure that you have addressed the new rule requirements;
- A ‘Client Proposition Document’ that includes new disclosure requirements;
- A ‘Client Fee Agreement’;
- An Execution Only business process;
- An Execution Only disclaimer.
Please ensure you discuss the new documentation with your ATEB consultant at their next visit. For non-ATEB clients who need additional support in the lead up to MMR or are interested in benefitting from these documents please get in touch using the contact form here.
New Content Integration with Binary Capital
Doug McFarlane Suitability 2018, 2025, Binary Capital, Content Integration, content management, EU, FCA, Integration, Investment, ML, PI, Update
We have some exciting news on the latest upgrade to ATEB Suitability on 14 February 2025. This update comes at no additional cost and provides a new addition to our content integration library. We have partnered with Binary Capital to provide our customer firms with access to the following: A description of their service […]