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
Update
New FCA fee for Form A applications
We have been advised by the FCA as follows: “Following our recent revalorisation of the application fees earlier
Pension Transfer – FCA Advice Checker
Back in June 2020, the FCA published an ‘advice checker’ to help consumers assess whether pension transfer advice they had
Defaqto & P1 Content Integrations + additional Providers & Investments
We completed the latest upgrade to ATEB Suitability on 20th March 2022. This update comes at no additional cost and
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 Consumer Duty – Research and Due Diligence
The FCA is consulting on ‘A New Consumer Duty’ and this is receiving considerable press coverage. The consensus of opinion
Ukraine – 10% drop reporting
The current hostilities in Ukraine have caused significant market drops and may continue to do so. Accordingly, a reminder about
Discounting advice options
A question that pops up from time to time is whether there is a need to discount potential options that
New Parent/Child Company Account Relationships & Intelliflo Office Upgrade
We have completed the latest upgrade to ATEB Suitability on 14th January 2022. This update comes at no additional cost
General Insurance Pricing Rules – Compliance with ICOBS 6B Attestation
The FCA is requesting that firms who have general insurance permissions (and premium finance providers), complete an online survey in