The FCA has issued the following note for firms to action as required.
“Register for Connect today
Register for Connect today. You will need to use our online platform, Connect, to submit your firm’s details – also known as a mandatory annual update. This will be a requirement from January 2020, so we suggest you register now in good time.
If you need help to register and update your firm details, visit our website, watch our video guide, or call 0300 500 0597.
From January 2020, you will be required to update and confirm the accuracy of your firm details annually (even if there is no change), in line with your Accounting Reference Date (ARD). This must be done using Connect.
We are currently emailing, calling and writing to firms to provide the necessary information and encourage registration.”



New Ad-hoc Suitability Review Template
Doug McFarlane Suitability 2022, content management, Mortgage, Pension, Periodic Review, platform, Power of Attorney, Suitability Review, Switch, transfer, Update
We have completed the latest upgrade to ATEB Suitability on 10th November 2022. This update comes at no additional cost and provides various template related enhancements as well as a brand new template designed to assist firms in producing fast and compliant ‘ad-hoc business’ reports/letters outside of annual review. Full details of the enhancements can […]