Can you advise on Shares?
What do you do? Your client has inherited some (insert company name) shares and she asks you, as her trusted […]
Security
An ATEB reminder for all staff involved in insurance distribution activities
We thought it appropriate to issue a New Year reminder for firms that have staff … directly involved […]
FCA – moving to ‘External Multi Factor Authentication’
The FCA recently advised of incoming changes to how firms access FCA systems. In order to protect firms’ […]
New Security Feature: Two-Factor Authentication
We have completed the latest upgrade to ATEB Suitability on 7th September 2022. This comes at no additional cost and […]