Sample Templates

Creating Personalised Templates Guide
The template creation facility in ATEB Suitability is a powerful, but under-utilised tool. In this guide we explain how you can set up your own bespoke...
Mon, 18 Jun, 2018 at 8:40 AM
ISA Template
ATEB Template Start with the ATEB template named ‘ISA Template’. You will find this in the ‘Sample Templates’ tab within ‘Templates’. The template ...
Sat, 8 Apr, 2017 at 2:50 PM
Pension Switch Template
ATEB Template Start with the ATEB template named ‘Pension Switch Template’. You will find this in the ‘Sample Templates’ tab within ‘Templates’. The...
Mon, 23 Oct, 2017 at 4:03 PM
Repayment Mortgage and Protection Template
ATEB Template Start with the ATEB template named ‘Repayment Mortgage and Protection Template’. You will find this in the ‘Sample Templates’ tab within ‘T...
Mon, 18 Jun, 2018 at 8:39 AM
Defined Benefit Scheme to Personal Pension Transfer Template
ATEB Template Start with the ATEB template named ‘Defined Benefit to Personal Pension Transfer Template’. You will find this in the ‘Sample Templates’ tab ...
Wed, 9 Jan, 2019 at 3:54 PM
Defined Benefit to Flexi-Access Drawdown Transfer Template
ATEB  Template Start with  the ATEB template named ‘Defined Benefit to FAD Transfer Template’. You will  find this in the ‘Sample Templates’ tab within ‘Te...
Wed, 9 Jan, 2019 at 4:04 PM