The following fields are supported by the ATEB suitability integration:


   
 Getting Started 
Key Information > Main > Personal Details > TitleBasic Client DetailsClient 1 Full Name / Client 2 Full Name
Key Information > Main > Personal Details > SurnameBasic Client DetailsClient 1 Full Name / Client 2 Full Name
Key Information > Main > Personal Details > ForenameBasic Client DetailsClient 1 Full Name / Client 2 Full Name
Key Information > Contact & Communication > House Name/No. & Street Name Line 1:Basic Client DetailsAddress Line 1
Key Information > Contact & Communication > Street Name Line 2:Basic Client DetailsAddress Line 2
Key Information > Contact & Communication > Town:Basic Client DetailsAddress Line 3
Key Information > Contact & Communication > County:Basic Client DetailsAddress Line 4
Key Information > Contact & Communication > Postcode:Basic Client DetailsPostcode
   
 Introduction to Advice 
Key Information > Main > Personal Details > Date of BirthCurrent Personal and Financial CircumstancesAge (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 / Annuities > Secondary > 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 GrossPlan Details (Existing Defined Contribution Plan or Annuity)Current Regular Contributions (£)
Pensions > Fund Value In Plan CurrencyPlan 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 (£)
Annuities > Details > Sum Insured
Plan Details (Defined Benefit Scheme or Other Occupational)Total Contribution Amount to Date (£):
   
 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 ValuationExisting Plan DetailsCurrent Fund Value (£)
Assets > Values > Valuation Date
Existing Plan DetailsDate of Current Fund Value




Mortgage

Liability > Details > Provider
Mortgage Details
Lender Name
Liability > Repayments > Interest Rate TypeMortgage Details
Interest Rate Type
Liability > Repayments > Repayment AmountMortgage Details

Initial Monthly Payment (£)

Liability > Details > Outstanding BalanceMortgage Details

Repayment Loan Amount (£)





Plans (Protection)
Protection and insurance > Details > TypeExisting PlansProduct
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