New rules on PRIIPs disclosure were intended to take effect from January 2017. As a result of debates around the technical standards behind the rules, the European Commission has decided to delay the effective date until January 2018 to enable time for the issues to be resolved.
You can read the background to PRIIPs and disclosure here.
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ATEB Suitability provides report writing software for the financial services market.
The new rules mainly affect providers who will no doubt be breathing a sigh of relief that they now have more time to implement the new rules.
We have some exciting news on the latest upgrade to ATEB Suitability on 15th March 2024. This update comes at no additional cost and provides a new addition to our content integration library. We have partnered with T. Bailey Asset Management to provide our customer firms with access to the following: A description of their […]
We have some exciting news on the latest upgrade to ATEB Suitability on 6th March 2024. This update comes at no additional cost and provides a new addition to our content integration library. We have partnered with Waverton Investment Management to provide our customer firms with access to the following: A description of their service […]
We have some exciting news on the latest upgrade to ATEB Suitability on 14th February 2024. This update comes at no additional cost and provides a new addition to our content integration library. We have partnered with 8AM Global to provide our customer firms with access to the following: A description of their service A […]
We have some exciting news on the latest upgrade to ATEB Suitability on 2nd February 2024. This update comes at no additional cost and provides a new addition to our content integration library. We have partnered with Invesco to provide our customer firms with access to the following: A description of their service A description for […]
Tax Year End Update
Doug McFarlane Suitability 2024, Pension, transfer, Update
Our report writing software has been fully updated on 6th April 2024 to accommodate changes to allowances, rates and reliefs for the 2024/25 tax year. Full details can be found below: Pensions Existing ‘Lifetime Allowance’ wording removed and replaced with new ‘Lump Sum Allowance (LSA)’ and ‘Lump Sum and Death Benefit Allowance (LSDBA)’ wording. In […]