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.
FCA expectations – temporary long term absence
Richard Foster Compliance 2020, 2021, Certification, Conduct, Directory, FCA, PI, Register, Senior Manager, transfer
Following consultation in CP20/23, which was published in December 2020, the FCA has made changes to the Handbook. The affected sections are: SYSC 25.4 FIT 1.3 SUP 10A.14, 10C.9, 10C.10, 10C.11, 10C.14, 10C Annex 2G and 10C Annex 6R Form D In summary, the changes to the Handbook are intended to reflect the FCA’s […]