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 (Investment & Retirement) 
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 DetailsTotal Contribution Amount to Date (£)
Plans > Contributions > Regular ContributionExisting Plan DetailsCurrent Regular Contributions (£)
Plans > Contributions > Regular Contribution FrequencyExisting Plan DetailsRegular Contribution Frequency
Plans > Add Valuation > Surrender / Transfer ValueExisting Plan DetailsCurrent Fund Value (£) / Cash Equivalent Transfer Value CETV (£)
Plans > Add Valuation > Surrender / Valuation DateExisting Plan DetailsDate of CETV:
Plans > Add Valuation > Surrender / Transfer ValuePension SwitchSwitch Amount (£)
   
 Plans (Investment) 
Plans > Contributions > Total Contributions To DateExisting Plan DetailsTotal 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 (£)




Investment Strategy Recommendation
Plans > Funds/Holdings > Equity Name
Investment Strategy Recommendation (Bespoke Funds table)
Fund Name
Plans > Funds/Holdings > Fund Name
Investment Strategy Recommendation (Bespoke Funds table)
Fund Name
Plans > Funds/Holdings > Holding Percentage
Investment Strategy Recommendation (Bespoke Funds table)
Split (%)




Plans (Protection)

Plan > Provider
New Plan Details
Provider Name
Plan > Product Type
New Plan Details
Product
Plans > Owner 1 /Owner 2
New Plan Details
Plan Owner(s)
Plans > Premiums > Amount
New Plan Details
Premium (£)
Plans > Premiums > Frequency
New Plan Details
Premium Frequency
Plan > Provider
Existing Plans
Provider Name
Plan > Product Type
Existing Plans
Product
Plan > Policy Number
Existing Plans
Policy Number
Plans > Premiums > Amount
Existing Plans
Premium (£)
Plans > Premiums > Frequency
Existing Plans
Premium 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 (£)