We have three important reminders for you.
1 April 2017
Significant changes to how general insurance renewals must be processed come into effect on 1 April 2017. See here for more detail.
27 March 2017
Changes to how firms disclose services and costs apply from 27 March 2017. See here for more detail.
26 March 2017
British Summer Time starts. Look out those shorts and don’t forget to put your clocks forward at 1am on the 26th.
Important Note: ATEB news is intended to provide general information ONLY. The content, including any views expressed or guidance provided, does not replace the need to comply fully with FCA Rules and Guidance. Unless you have discussed news article content with ATEB, and specifically how it relates to your circumstances, then ATEB disclaims all liability and responsibility and actions arising from any reliance placed upon it. For the avoidance of doubt therefore, any reliance you place on such information without our consultation is at your own risk.
ATEB Compliance offers compliance and regulatory advice.
ATEB Suitability provides report writing software for the financial services market.
For information only.
For information only.
We have completed the latest upgrade to ATEB Suitability on 23 October 2024. This update comes at no additional cost and provides various template-related enhancements. Full details of the enhancements can be found below: Suitability Report Template: New ‘Executive Income Protection’ and ‘Business Loan Protection’ product types ‘Executive Income Protection’ and ‘Business Loan Protection’ […]
We are thrilled to announce that Scottish Widows Platform has been added to our list of integration partners. Presenting a seamless integration between Scottish Widows Platform and ATEB Suitability. Improved efficiency in creating suitability reports! Within Scottish Widows Platform, you can access ATEB Suitability directly and pre-populate your client data within our […]
We have completed the latest upgrade to ATEB Suitability on 16 September 2024. This update comes at no additional cost and provides various template-related enhancements. Full details of the enhancements can be found below: Suitability Report Template: New ‘Capital Redemption Bond’ product type ‘Capital Redemption Bond’ has been added as a new product type […]
ATEB Suitability is proud to announce its recent accolade at the 2024 UK Enterprise Awards, where it won “Best Multi-Product Suitability Report Generator.” This award recognises ATEB Suitability’s innovative approach to suitability report generation, setting new standards in the industry for accuracy, efficiency, and user-friendliness. The UK Enterprise Awards celebrate outstanding businesses and organisations that […]
New Content Integration with Orbis Investments
Doug McFarlane Suitability 2016, 2024, Content Integration, content management, Integration, Orbis, Update
We have some exciting news on the latest upgrade to ATEB Suitability on 30th October 2024. This update comes at no additional cost and provides a new addition to our content integration library. We have partnered with Orbis Investments to provide our customer firms with access to the following: A description of their service A […]