We completed the latest upgrade to ATEB Suitability on 15th November 2020. Continuing with our commitment to developing third-party integrations we are extremely pleased to announce a new data integration with Xplan from Iress.
The new integration is provided free of charge to existing users of ATEB Suitability & Xplan. It can be enabled in a couple of steps from within the ‘Data Integrations’ screen:
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For more information on how to enable the integration and to see a list of supported fields please check out the dedicated Xplan (iress) section of our Help & Support website.
Xplan joins a growing list of third-party partners we work with.
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In addition to the change above we have added descriptive text for the following ‘Providers’ within Content Management:
- Hubwise
- LGT Vestra
We have also added the fund fact sheet descriptive text for the following ‘Investments’ within Content Management:
- 19x Blackrock funds
- 15x VitalityInvest funds
- 16x LGT Vestra funds
- 5x Royal London ‘Sustainable’ funds
In addition, our ‘Sample Templates’ suite has been updated with 6 new templates:
- Annual Review Flexi-Access Drawdown Template
- Annual Review ISA and GIA Template
- Defined Benefit Recommendation to Retain Template
- ISA and GIA Template
- Personal Pension Template
- Shareholder Protection Template
Please see our collection of ‘how to’ guides, articles and hints/tips via our FAQs which are available now on our Help & Support Portal.
Our support team are available 9am – 5pm / Mon – Fri to answer any further questions you may have support@atebsuitability.co.uk / 0191 338 8177.
Many thanks
Advising non-UK clients
Alistair MacDougall Compliance Conduct, EEA, email, EU, FCA, MiFID, passport, PI, vulnerable
Despite the fact that the UK ceased to be a member of the EU/EEA almost a year ago, we are still asked for advice around how a UK firm can take on a new non-UK client or continue to deal with such clients that the firm had pre-BREXIT. We have written before about the general […]