In readiness for the new rules relating to Defined Benefit Transfers (FCA Policy Statement PS20/06) applicable from 1st October 2020, ATEB Suitability intelligent report writing software has been upgraded.
This upgrade includes:
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ATEB Compliance offers compliance and regulatory advice.
ATEB Suitability provides report writing software for the financial services market.
One of the key benefits that our clients who use ATEB Suitability intelligent report writing software gain is that updates required by changes in regulation or tax legislation are taken care of by ATEB. Users simply need to create a report, safe in the knowledge that the output will be compliant and up to date.
So we are proud that, yet again, our software colleagues in ATEB IT have delivered a significant update bang on time.
We have some exciting news on the latest upgrade to ATEB Suitability on 30th October 2024. This update comes at no additional cost and provides a new addition to our content integration library. We have partnered with Orbis Investments to provide our customer firms with access to the following: A description of their service A […]
We have completed the latest upgrade to ATEB Suitability on 23 October 2024. This update comes at no additional cost and provides various template-related enhancements. Full details of the enhancements can be found below: Suitability Report Template: New ‘Executive Income Protection’ and ‘Business Loan Protection’ product types ‘Executive Income Protection’ and ‘Business Loan Protection’ […]
We are thrilled to announce that Scottish Widows Platform has been added to our list of integration partners. Presenting a seamless integration between Scottish Widows Platform and ATEB Suitability. Improved efficiency in creating suitability reports! Within Scottish Widows Platform, you can access ATEB Suitability directly and pre-populate your client data within our […]
We have completed the latest upgrade to ATEB Suitability on 16 September 2024. This update comes at no additional cost and provides various template-related enhancements. Full details of the enhancements can be found below: Suitability Report Template: New ‘Capital Redemption Bond’ product type ‘Capital Redemption Bond’ has been added as a new product type […]
Budget Announcement: Stamp Duty Land Tax & Capital Gains Tax Changes
Doug McFarlane Suitability 2024, Budget, content management, Mortgage, PI, Suitability Review, Template Enhancement, Update
Following the Chancellor’s budget announcement on 30th October 2024, we have updated ATEB Suitability to reflect the changes in Stamp Duty Land Tax (SDLT) and Capital Gains Tax (CGT) rates. The revised SDLT rates are available in the optional Glossary of Terms when making Mortgage Recommendations. For CGT, the updated rates can be found in […]