The Tax Incentivised Savings Association (TISA) has produced a set of slides explaining SM&CR. Firms might find these helpful as a basis for training staff about the new regime.
The slides can be accessed here.
The Tax Incentivised Savings Association (TISA) has produced a set of slides explaining SM&CR. Firms might find these helpful as a basis for training staff about the new regime.
The slides can be accessed here.
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For information.
For information. ATEB can help firms prepare for and implement the SM&CR. Contact us if you would like more information.
New Content Integration with Pacific Asset Management
Doug McFarlane Suitability 2025, Content Integration, content management, EU, FCA, Integration, Investment, ML, Pacific, Pacific Asset Management, PI, Update
We have some exciting news on the latest upgrade to ATEB Suitability on 9 April 2025. This update comes at no additional cost and provides a new addition to our content integration library. We have partnered with Pacific Asset Management to provide our customer firms with access to the following: A description of their service […]