We have been advised by the FCA as follows:
“Following our recent revalorisation of the application fees earlier this year, on 24 January we advised that we would be introducing a new charge of £250 for standalone long Form A applications both for Senior Manager Functions and Controlled Function for Appointed Representatives.
We consulted on this new charge in November 2020 as part of CP20/22 and reconfirmed our intention to introduce the fee in a Policy Statement PS22/1.
We are now in a position to update you to confirm the new charge will take effect on 27 May 2022.
For more information please refer to the Handbook Notice.”



New Ad-hoc Suitability Review Template
Doug McFarlane Suitability 2022, content management, Mortgage, Pension, Periodic Review, platform, Power of Attorney, Suitability Review, Switch, transfer, Update
We have completed the latest upgrade to ATEB Suitability on 10th November 2022. This update comes at no additional cost and provides various template related enhancements as well as a brand new template designed to assist firms in producing fast and compliant ‘ad-hoc business’ reports/letters outside of annual review. Full details of the enhancements can […]