The following fields are supported by the ATEB suitability integration:
| Getting Started | ||
| Key Information > Main > Personal Details > Title | Basic Client Details | Client 1 Full Name / Client 2 Full Name |
| Key Information > Main > Personal Details > Surname | Basic Client Details | Client 1 Full Name / Client 2 Full Name |
| Key Information > Main > Personal Details > Forename | Basic Client Details | Client 1 Full Name / Client 2 Full Name |
| Key Information > Contact & Communication > House Name/No. & Street Name Line 1: | Basic Client Details | Address Line 1 |
| Key Information > Contact & Communication > Street Name Line 2: | Basic Client Details | Address Line 2 |
| Key Information > Contact & Communication > Town: | Basic Client Details | Address Line 3 |
| Key Information > Contact & Communication > County: | Basic Client Details | Address Line 4 |
| Key Information > Contact & Communication > Postcode: | Basic Client Details | Postcode |
| Introduction to Advice | ||
| Key Information > Main > Personal Details > Date of Birth | Current Personal and Financial Circumstances | Age (years) |
| Plans (Retirement) | ||
| Pensions > Type / Annuities > Type | Plan Details (Existing Defined Contribution Plan or Annuity) | Product |
| Pensions > Details > Product Provider / Annuities > Details > Product Provider | Plan Details (Existing Defined Contribution Plan or Annuity) | Provider Name |
| Pensions > Fund/Policy Number / Annuities > Policy Number | Plan Details (Existing Defined Contribution Plan or Annuity) | Plan Number |
| Pensions > Fund/Policy Number / Annuities > Policy Number | Plan Details (Existing Defined Benefit Scheme or Other Occupational) | Member Reference Number |
| Pensions > Details > Inception Date | Plan Details (Existing Defined Contribution Plan or Annuity) | Date of Inception |
| Pensions > Scheme/Plan Owner / Annuities > Owners > Entity | Plan Details (Existing Defined Contribution Plan or Annuity) | Plan Owner(s) |
| Pensions > Contribution History > Employee Gross | Plan Details (Existing Defined Contribution Plan or Annuity) | Current Regular Contributions (£) |
| Pensions > Fund Value In Plan Currency / Annuities > Secondary > Current Value | Plan Details (Existing Defined Contribution Plan or Annuity) | Current Fund Value (£) |
| Pensions > Fund Value In Plan Currency | Plan Details (Existing Defined Benefit Scheme or Other Occupational) | Cash Equivalent Transfer Value CETV (£) |
| Plans (Investment) | ||
| Assets > Sub-Type | Existing Plan Details | Product |
| Assets > Provider | Existing Plan Details | Provider Name |
| Assets > Policy Number | Existing Plan Details | Plan Number |
| Assets > Values > Purchase Date | Existing Plan Details | Date of Inception |
| Assets > Details > Owners > Entity | Existing Plan Details | Plan Owner(s) |
| Assets > Values > Last Valuation | Existing Plan Details | Current Fund Value (£) |
| Assets > Values > Valuation Date | Existing Plan Details | Date of Current Fund Value |
| Mortgage | ||
| Liability > Details > Provider | Mortgage Details | Lender Name |
| Liability > Repayments > Interest Rate Type | Mortgage Details | Interest Rate Type |
| Liability > Repayments > Repayment Amount | Mortgage Details | Initial Monthly Payment (£) |
| Liability > Details > Outstanding Balance | Mortgage Details | Repayment Loan Amount (£) |
| Liability > Repayments > Interest Rate p.a. | Mortgage Details | Initial Interest Rate (%) |
| Plans (Protection) | ||
| Protection and insurance > Details > Type | Existing Plans | Product |
| Protection and insurance > Details > Provider | Existing Plans | Provider Name |
| Protection and insurance > Details > Policy Number | Existing Plans | Policy Number |
| Protection and insurance > Ownership > Policy Owners | Existing Plans | Plan Owner(s) |
| Protection and insurance > Details > Total Premium | Existing Plans | Premium (£) |
| Protection and insurance > Details > Premium Frequency | Existing Plans | Premium Frequency |
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