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.
Dates to note.
New Data Integration with Xplan and more Managed Content
The new rules around transfer advice set a difficult challenge for advisers.
Watch out for this scam email.
EU withdrawal – end of transition
Alistair MacDougall Compliance 2018, COVID-19, Data Protection Act, FCA, GDPR, MiFID, Update
Only a few weeks to go. Are you ready?