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 |
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. |
FG 21/3 – client objectives
Alistair MacDougall Compliance Drawdown, FCA, ML, Pension, Pension Transfer, PI, transfer
Following on from our previous articles on FG21/3, we will look today at another of the interesting areas covered by the guidance. It goes without saying that the guidance itself is helpful, reiterating and emphasising previous rules and guidance and clarifying some areas that were arguably fuzzy before. However, as well as the actual content, […]