New Ad-hoc Suitability Review Template
We have completed the latest upgrade to ATEB Suitability on 10th November 2022. This update comes at no additional cost […]
Mortgage
Financial Resilience Survey
The FCA has issued the following information. We have published a Consultation Paper with proposals to replace the […]
Fiscal Statement: Stamp Duty & Land Tax Changes
Following the new Chancellor’s fiscal statement on 23rd September 2022 we have updated ATEB Suitability to incorporate the changes to […]
FCA survey number 7 – Tranche 2 firms
The FCA has advised as follows in relation to Tranche 2 firms (see definition list below). “Many of […]
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 […]
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 […]