We’re writing to inform you of a couple of changes we have made to ATEB Suitability.
What does this mean for me?
Following the recent rebrand of Standard Life, we have made the following changes to the ‘Providers/Platforms’ feature of Content Management:
- Standard Life now renamed abrdn
- Standard Life Elevate now renamed abrdn Elevate
- Standard Life Wrap now renamed abrdn Wrap
Please note – the ‘MyFolio’ fund range that’s sits within the ‘Investments’ feature of Content Management has also been linked with abrdn. Users will continue to be able to recommend these investments by typing in ‘MyFolio’ or ‘abrdn’ within the ‘Fund/Portfolio Name’ field of the ‘Investment Strategy Recommendation’ page.
In addition, the Stamp Duty Land Tax glossary has been updated in preparation for the lower stamp duty threshold reverting back to £125,000.00 on the 1st of October 2021.
Please don’t forget we have a collection of ‘how to’ guides, articles and hints/tips via our FAQs which are available on our Help & Support Portal.
Our support team are available 9am – 5pm / Mon – Fri to answer any further questions you may have support@atebsuitability.co.uk / 0191 338 8177.
Advising non-UK clients
Alistair MacDougall Compliance Conduct, EEA, email, EU, FCA, MiFID, passport, PI, vulnerable
Despite the fact that the UK ceased to be a member of the EU/EEA almost a year ago, we are still asked for advice around how a UK firm can take on a new non-UK client or continue to deal with such clients that the firm had pre-BREXIT. We have written before about the general […]