FCA Covid-19 survey to be repeated
We have been advised by the FCA that they intend to issue yet another Covid-19 survey shortly. This is the […]
2021
ESG, ESG, ESG!
Well, 21 March has come and gone and, while it is presumed that the EU’s new disclosure rules around sustainable […]
STOP PRESS: Directory Persons Information
We have received the following from the FCA. ATEB can help firms get over the line – call +44 (0) […]
Catering for Investment Pathways
Hot on the heels of our Periodic Review update last week, we have added a new section to the main […]
Finalised guidance – Advising on pension transfers
Alongside the rules introduced in October 2020 by Policy Statement (PS 20/6), the FCA published an accompanying guidance consultation (GC […]
Upgraded Periodic Review Template with Costs and Charges Statement + Much More
We completed the latest upgrade to ATEB Suitability on 6th April 2021. This update comes at no additional cost and […]
FCA COVID SURVEY – PART 4
The FCA has advised the following: “Many of you will be aware that we issued the first phase of the […]
Directory Persons: data submission deadline
The FCA has advised as follows. “As you will be aware, all firms with Directory Persons must have certified / […]
Advanced Notice of Scheduled Maintenance
In readiness for the release of a host of new features, we’re writing to inform you about a scheduled maintenance […]
Data Protection – post BREXIT update
On 25 May 2018, the Data Protection Act 2018 came into force and represented the UK’s adoption of the EU’s […]