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.
Can you? Should you?
It is essential to consider LTA implications carefully when transferring from a pension arrangement with safeguarded benefits.
A series of temporary measures come into effect on Monday, 18 May 2020.
Guidance for firms working from home.
Clients – according to PROD
Alistair MacDougall Compliance 2018, MiFID, PI
Firms should consider the PROD target market attributes when segmenting clients and creating an investment proposition.