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.
The COVID-19 pandemic might result in additional client vulnerability.
Firms need to register for the new platform.
Who should work from home?
Changes to Complaints leaflet and impact of COVID-19 on response times.
Launching 3 new Content Management Features (Providers, Investments & Custom Appendices)
David Anderson Suitability 2020, Budget, ML, Mortgage, Pension, PI, Switch, TaxYear, Update
The one with Providers, Investments & Custom Appendices