The following fields are supported by the ATEB suitability integration:


   
 Getting Started 
Client > Basic Details >TitleBasic Client DetailsClient 1 Full Name / Client 2 Full Name
Client > Basic Details >Last NameBasic Client DetailsClient 1 Full Name / Client 2 Full Name
Client > Basic Details > First NameBasic Client DetailsClient 1 Full Name / Client 2 Full Name
Client > Address Details > Address Line 1:Basic Client DetailsAddress Line 1
Client > Address Details > Address Line 2:Basic Client DetailsAddress Line 2
Client > Address Details > Address Line 3:Basic Client DetailsAddress Line 3
Client > Address Details > Address Line 4:Basic Client DetailsAddress Line 4
Client > Address Details > PostCode:Basic Client DetailsPostcode
   
 Introduction to Advice 
Client > Date of BirthCurrent Personal and Financial CircumstancesAge (years)
   
 Plans 
Plan > Product TypePlansProduct
Plan > ProviderPlansProvider Name
Plan > Policy NumberPlansPlan Number
Plan > Policy Start DatePlansDate of Inception
Plans > Owner 1 /Owner 2PlansPlan Owner(s)
   
 Plans (Retirement) 
Plans > Contributions > Total Contributions To DateExisting Plan DetailsOriginal Contribution Amount (£)
Plans > Contributions > Regular ContributionExisting Plan DetailsCurrent Regular Contributions (£)
Plans > Contributions > Regular Contribution FrequencyExisting Plan DetailsRegular Contribution Frequency
Plans > Add Valuation > Surrender / Transfer ValueExisting Plan DetailsCash Equivalent Transfer Value CETV (£)
Plans > Add Valuation > Surrender / Valuation DateExisting Plan DetailsDate of CETV:
Plans > Add Valuation > Surrender / Transfer ValuePension SwitchSwitch Amount (£)
Plans > Funds/Holdings > Equity Name
Funds Recommendation (Bespoke Funds table)Fund Name
Plans > Funds/Holdings > Fund Name
Funds Recommendation (Bespoke Funds table)
Fund Name
Plans > Funds/Holdings > Holding Percentage
Funds Recommendation (Bespoke Funds table)
Split (%)
   
 Plans (Investment) 
Plans > Contributions > Total Contributions To DateExisting Plan DetailsOriginal Investment Amount (£)
Plans > Regular ContributionExisting Plan DetailsCurrent Regular Investment Amount (£)
Plans > Regular Contribution FrequencyExisting Plan DetailsRegular Investment Frequency
Plans > Valuations > Surrender Transfer ValueExisting Plan DetailsCurrent Fund Value (£)
Plans > Withdrawals > AmountIncome RequirementsWithdrawal Amount (£)
Plans > Withdrawals > FrequencyIncome RequirementsWithdrawal Frequency
Plans > Funds/Holdings > Equity Name
Funds Recommendation (Bespoke Funds table)
Fund Name
Plans > Funds/Holdings > Fund Name
Funds Recommendation (Bespoke Funds table)
Fund Name
Plans > Funds/Holdings > Holding Percentage
Funds Recommendation (Bespoke Funds table)
Split (%)
   
 Plans (Protection) 
Plans > Premiums > AmountPlan DetailsPremium (£)
Plans > Premiums > FrequencyPlan DetailsPremium Frequency




Plans (Mortgage)

Plans > Product NameMortgage DetailsProduct Type
Plans > Owner 1 /Owner 2
Mortgage Details
Mortgage Parties
Plans > Mortgage Details > Repayment MethodMortgage Details
Mortgage Details
Plans > Mortgage Details > Term (Years)Mortgage Details
Mortgage Term (years)
Plans > Mortgage Details > Interest Only Amount
Mortgage Details
Interest Only Loan Amount (£)
Plans > Mortgage Details > Deposit/EquityMortgage Details
Deposit Amount (£)
Plans > Mortgage Details > Rate TypeMortgage Details
Interest Rate Type
Plans > Mortgage Details > Interest Rate (%)Mortgage Details
Initial Interest Rate (%)
Plans > Mortgage Details > Is any Mortgage Equity to be used to consolidate debts?
Mortgage Details
Is the Recommended Mortgage being used as part of Debt consolidation?
Plans > Mortgage Details > Capital Repayment AmountMortgage Details
Repayment Loan Amount (£)