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 […]