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ATEB has completed a number of Section 166 Skilled Persons reviews - here are some of the lessons learnt.

MiFID II PROD rules require firms to ensure products and funds are matched to the the right 'target market' clients.

Senior Managers & Certification Regime will apply to all FCA regulated firms from 9 December 2019 - are you ready?

Firms that deal with a DFM on an agent as client basis could be exposed to hidden risks.

Many providers, platforms and adviser firms are not yet properly compliant with the aggregated costs disclosure requirements.

Many cash flow models are not compliant with FCA rules on growth assumptions. Are yours?

Firms that advise on DB transfers need a process for assessing Transfer Risk.

Many firms have not amended their status disclosure to reflect the MiFIDII definition of independence.

Report Writing Software

ATEB suitability will give you a smarter, more cost effective and compliant approach to producing your reports. Significant cost savings in production time have already been demonstrated.

Some of the benefits of using ATEB suitability

  • You can manage personalised content at company or individual level

  • It takes less than a minute to add a favourite paragraph

  • Customising your templates will create significant production time savings

  • 3 hour reports can now take less than 30 minutes

  • Legislative updates included automatically

  • Generic information is kept to a minimum

  • The system drives the “Why”

  • Full report customisation with your logo, fonts, layout and styles

  • Risk definition storage (for investment firms)

  • Model portfolio storage (for investment firms)

  • Abundance of opportunities to add free text for extra personalisation

  • Integrations with leading software providers to reduce re-keying

Free 14 day trial

To browse the system free for 14 days and sample the reports, go to www.atebsuitability.co.uk and follow the 'Sign-Up' instructions

Alternatively please contact us directly

Please do not hesitate to contact us with any questions or queries by emailing support@atebsuitability.co.uk or telephone our helpline on 0191 338 8177. If you haven’t already, why not browse our website www.atebsuitability.co.uk and check out our FAQs, features and sample reports which have been created from the system.