If you are having difficulties understanding and completing the new RDR Adviser Charging and Consultancy Charging (sections K and L) of RMAR, ATEB has produced guides available to all clients and E-Compliance members.
The data to be input is not straightforward and so you need to ensure that firstly you understand the definitions and secondly, are able to record and reproduce the data without too much difficulty.
ATEB’s guides decipher FCA speak into plainer English with the use of practical examples.
New Data Integration with Scottish Widows Platform
Doug McFarlane Suitability 2016, 2024, content management, Data Integration, ML, platform, T.Bailey, transfer, Update
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 […]