Menu
September 2016 Update

ATEB suitability was successfully upgraded on 23rd September 2016 and we have shown the changes below.

If you have any general questions or queries about the upgrade or maybe some suggestions as to ways that we can improve the software, then please contact us here.

Application Enhancements

Change at a glance

Location

Detail

Option to Download Completed Reports

Reports Page

New buttons have been added to the Reports page to allow a user to download a MS Word or PDF copy of a Completed report without the need to open the wizard and regenerate.

NB: The download function only supports reports completed since our upgrade on 23/05/2016.

Video Tutorials

Application
Help & Support

New buttons now appear on the Templates, Paragraphs, Risk Profiles and Model Portfolio pages which link to YouTube video tutorials.

The videos are also available through the Help & Support portal.

Don’t forget to check Our View about this article and the Actions Required By You

September 2016 Update

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.

SUIT - Beautiful Reports
CREATE BEAUTIFUL
SUITABILITY
REPORTS
TRY IT FOR FREE
SUIT - Complete Control
TAKE BACK
CONTROL OF YOUR
SUITABILITY REPORT
PRODUCTION
TRY IT FOR FREE
SUIT - Comp confidence
SUITABILITY
REPORTS
WITH FULL
COMPLIANCE
CONFIDENCE
TRY IT FOR FREE
previous arrow
next arrow

About the Author

Contact Us

Brought to you by

Explore more articles in this category

Other articles that you might be interested in

blind spot

The replacement business blind spot?

Compliance , , , , , ,

We’ve been involved with a number of firms who are on the acquisition trail and as part of the due diligence work we support them with, we check a lot of advice files. It won’t come as a surprise that many of these involve replacement business. What never ceases to amaze us is that, despite […]

Read More
Replacement Business

Good Consumer Outcomes?

Compliance , , ,

Thomas Fuller, the 17th Century author and historian said that: “Health is not valued till sickness comes.”     It is probably true that most people in good health perhaps take it for granted, but according to the Office of National Statistics, the number of working age people who can’t work because of long-term sickness […]

Read More
Copyright © 2023 FCA

What story do your files tell?

Compliance , , , ,

The FCA’s Retirement Income Advice thematic review seems to be gathering momentum and the latest developments come as no surprise.   We’ve commented upon the survey in recent articles and are aware that some of the 1,300 or so firms that were sent it have now been asked to submit files by the regulator, who […]

Read More
Pound sign 3d render in studio

Adviser charges in perpetuity?

Compliance ,

Here’s a question. What happens to ongoing adviser charges if the adviser dies?     This came up recently when we were asked: “We have it written into our adviser contracts that the clients belong to the adviser.  We are considering an amendment to the contract along the lines of, if the adviser dies his […]

Read More
Disadvantages

FCA Retirement Income Advice Survey – a threat or an opportunity?

Compliance , , , , , , , ,

We drew attention to the FCA’s Retirement Income Advice Survey in our ‘What lies beneath?’ article last month and there has been plenty of commentary in the industry press about the survey since, most of it covering how generally intrusive and onerous completion is, but are there some benefits to be had here? It’s hard […]

Read More
Load More