Way back in December 2019, the FCA published PS19/29 – Making Transfers Simpler. The policy statement and accompanying rules were
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Assessing suitability has always essentially been based around the same overarching principles … The recommended product type should
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Despite the very limited holiday options currently available, here at ATEB, we have never been so busy so a break
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We completed the latest upgrade to ATEB suitability on 12th July 2020. This is another significant update to our software
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There was an interesting FOS case reported recently. The client had a pension portfolio invested via a platform before engaging
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It seems that barely a week goes by without yet another acquisition or two being reported in the financial media.
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How often have you heard that sentiment expressed by some compliance person? Interesting FOS decision The continued relevance of that
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"If it's not written down, it doesn't exist." How often have you heard that sentiment expressed by some compliance person?
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In light of the continuing and increasing concerns over the COVID-19 virus and its impact on the economy and consequently
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We have completed the latest upgrade to ATEB suitability on 5th April 2020. This is a significant update to our
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