Trustee & Power Of Attorney As Client + Additional Wording Options
We have completed the latest upgrade to ATEB Suitability on 22nd May 2022. This update comes at no additional cost
Mortgage
Improving the Appointed Representatives Regime
The FCA has consulted on proposed changes to the Appointed Representatives (AR) regime. The proposed changes aim to reduce potential
Template Enhancements including New Buy to Let Mortgage Options
We have completed the latest upgrade to ATEB Suitability on 13th March 2022. This update comes at no additional cost
FCA COVID survey – tranche 2 dates
We have received details of the latest COVID survey from the FCA. See below for Tranche 2 dates.
Stamp Duty Changes & Standard Life -> abrdn
We’re writing to inform you of a couple of changes we have made to ATEB Suitability. What does this mean
Template Upgrades – Including Attitude to Investment Risk Section
We have completed the latest upgrade to ATEB Suitability on 20th September 2021. This update comes at no additional cost
Urgent update: Covid-19 Impact Survey
We have received the following correspondence from the FCA: “On 12 August 2021, we sent the below e-mail*
Template Enhancements including ‘Risk Warning’ & Power of Attorney Changes
We completed the latest upgrade to ATEB Suitability on 15th July 2021. This update comes at no additional cost and
Template Updates including ‘Whole of Life Cover’ Considerations for Defined Benefit Scheme Transfer Recommendations
We completed the latest upgrade to ATEB Suitability on 9th July 2021. This update comes at no additional cost and
What can you really do to support vulnerable clients?
Following consultation, the FCA published final guidance on vulnerable clients in February 2021 (FG21/1). We wrote about this topic and