Sample Templates

Creating Personalised Templates Guide
The template creation facility in ATEB Suitability is a powerful tool. In this guide we explain how you can set up your own bespoke, in-house templates...
Wed, 8 Apr, 2020 at 2:00 AM
Annual Review - Stocks & Shares ISA Template
ATEB Template Start with the ATEB template named ‘Annual Review - Stocks & Shares ISA Template’. You will find this in the ‘Sample Templates’ tab o...
Wed, 8 Apr, 2020 at 2:00 AM
Pension Switch Template
ATEB Template Start with the ATEB template named ‘Pension Switch Template’. You will find this in the ‘Sample Templates’ tab on the ‘Templates’ page.  Th...
Wed, 8 Apr, 2020 at 2:00 AM
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 on the ‘T...
Wed, 8 Apr, 2020 at 2:00 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, 8 Apr, 2020 at 1:55 AM
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 on the ‘Templ...
Wed, 8 Apr, 2020 at 1:51 AM