The new app provides a seamless integration between Intelligent Office and ATEB suitability.
Once installed via the iO Store (https://intelligent-office.store) you can access ATEB suitability directly from within a client record and prepopulate your client data in a suitability report.
Do I need an ATEB suitability account?
To use the integration you will need an active ATEB suitability account, but don’t worry if you don’t currently have one; we offer a no obligation 14 day free trial (no credit card details required).
The first time you launch ATEB suitability from within iO you will be asked if you already have an account with ATEB suitability. If you do, simply select yes and then login to connect your iO and ATEB suitability accounts together. Alternatively select no and you will be redirected to a short registration page.
Why choose ATEB suitability?
ATEB suitability has been developed using cutting edge intelligent document creation software, combined with the expertise of leading compliance experts ATEB consulting, to offer a compliant approach to the production of suitability reports which are both comprehensive and personalised. ATEB’s suitability templates, have a 12 year proven compliance track record and provide a unique solution to the long standing problem associated with suitability report generation.
To see examples of our client friendly reports and for more information please click here.
Tell me more
Please feel free to contact our customer support team for more information by calling 0191 338 8177 or emailing sales@atebsuitability.co.uk. You can also find more information from Intelliflo here https://www.intelliflo.com
FCA provide guidance on SMF16/17 appointments
Richard Foster Compliance FCA, ML, PI, training
Firms should have heads of compliance and money laundering reporting officers (MLROs) who are suitably competent and capable of effectively performing the roles. It is appropriate to carefully consider how individuals can demonstrate this ahead of seeking regulatory approval. The FCA have recently issued guidance which should help firms decide if an individual candidate is […]