Template Enhancements including ‘Risk Warning’ & Power of Attorney Changes

We completed the latest upgrade to ATEB Suitability on 15th July 2021. This update comes at no additional cost and provides provides a few minor minor tweaks to our main Suitability Report template.

Full details of the enhancements can be found below:

Risk Warning Report Introduction Text

For each of the risk warning sections within the Suitability Report template we have split the introductory text provided in the report into several paragraphs to improve the readability of the text.

Power of Attorney Wizard Options

Within the Power of Attorney section of the Suitability Report wizard we have changed the question type from a ‘Single Select’ to a ‘Multiple Select’ which means you no longer need to select from the ATEB provided text if you would just like to include your own paragraph from Content Management.

Decreasing Term Assurance Wizard text

To improve the user experience the wizard question within the Suitability Report template asking for the decreasing term assurance percentage has been reworded from:

Decreasing by X (%)

to:

Decreasing in line with an assumed mortgage interest rate of X (%)

Please don’t forget we have a collection of ‘how to’ guides, articles and hints/tips via our FAQs which are available on our Help & Support Portal.

Our support team are available 9am – 5pm / Mon – Fri to answer any further questions you may have support@atebsuitability.co.uk / 0191 338 8177.

Important Note: ATEB news is intended to provide general information ONLY. The content, including any views expressed or guidance provided, does not replace the need to comply fully with FCA Rules and Guidance. Unless you have discussed news article content with ATEB, and specifically how it relates to your circumstances, then ATEB disclaims all liability and responsibility and actions arising from any reliance placed upon it. For the avoidance of doubt therefore, any reliance you place on such information without our consultation is at your own risk.

ATEB Compliance offers compliance and regulatory advice.

ATEB Suitability provides report writing software for the financial services market.

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About the Author

Director - Having joined us directly from university, David quickly developed into an indispensable member of the team. As our IT Director he is responsible for ATEB’s technology strategies, security systems and platforms. He has been at the forefront of the development of ATEB Suitability and instrumental in ensuring that the complex regulatory requirements are catered for in an interactive and intuitive fashion. He would be delighted to discuss its capabilities with you in more detail.

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