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 […]
Update
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 […]
New Content Integration with EBI, Periodic Review Template Updates & Much More
We have completed the latest upgrade to ATEB Suitability on 14th August 2022. This update comes at no additional cost […]
Changes coming to the Appointed Representatives Regime – and soon!
FCA recently published Policy Statement (PS22/11) announcing some key changes to the Appointed Representatives (AR) regime, affecting both AR firms […]
FCA delays Consumer Duty rules
The FCA has confirmed a delay to the introduction of Consumer Duty rules. The press release details are described in […]
FCA Business Plan – 2022/23
The FCA recently published its Business Plan for 2022/23. The plan explains the programme of work for this year to […]
EV Content Integration Update + Provider & Investment Library Updates
We have completed the latest upgrade to ATEB Suitability on 27th June 2022. This update comes at no additional cost […]
New notification requirement – 25 June 2022
A new notification rule takes effect from 25 June 2022. Read on for details. Firms will be aware […]
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 […]
FCA Covid-19 Impact Survey – number 7!
The FCA has advised the following. “We issued the first phase of the Covid-19 Impact Survey in June-August […]