We are delighted to announce that our new and upgraded Member’s Area will be available on Monday 9th May.
Aligned to our current standards and branding, it provides access to a comprehensive toolkit of processes, procedures and templates, as well as training material, such as webinars and supervisory workshops. We will be adding further training material over time.
ATEB clients, who have access to the full toolkit, will receive a further email communication over the next 48 hours explaining how to access the site. Note that the old toolkit will no longer be functional from the end of this week, but all materials have been converted and are available via the new site.
Those of you who are not ATEB clients can now browse the site, access free webinars and purchase training material. To access the full functionality of course, you will need to join the ever increasing merry band of loyal ATEB followers.
If you’re not an ATEB Member and would like to find out more about the Member’s Area functionality, please contact us here.
AR survey
Michael Senior Compliance 2021, complaints, Conduct, email, EU, FCA, scam, Xplan
The FCA is requesting completion of a survey from firms with Appointed Representatives (ARs). Where applicable, firms may already have received this. Given the risk of scams, the FCA now takes care to pre-warn firms that a communication is genuine. We have had confirmation that the following survey and email addresses used are legitimate. […]