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 Flexi-Access Drawdown Template
ATEB Template Start with the ATEB template named ‘Annual Review Flexi-Access Drawdown Template’. You will find this in the ‘Sample Templates’ tab on the ...
Sun, 15 Nov, 2020 at 8:41 PM
Annual Review ISA and GIA Template
ATEB Template Start with the ATEB template named ‘Annual Review ISA and GIA Template’. You will find this in the ‘Sample Templates’ tab on the ‘Templates...
Sun, 15 Nov, 2020 at 8:42 PM
Defined Benefit Recommendation to Retain Template - FULL ADVICE
ATEB Template Start with the ATEB template named ‘Defined Benefit Recommendation to Retain Template - FULL ADVICE’. You will find this in the ‘Sample Tem...
Sun, 15 Nov, 2020 at 8:43 PM
Defined Benefit to Flexi-Access Drawdown Transfer Template - FULL ADVICE
ATEB Template Start with the ATEB template named ‘Defined Benefit to FAD Transfer Template - FULL ADVICE’. You will find this in the ‘Sample Templates’ tab...
Sun, 15 Nov, 2020 at 8:44 PM
Defined Benefit to Personal Pension Transfer Template - FULL ADVICE
ATEB Template Start with the ATEB template named ‘Defined Benefit to Personal Pension Transfer Template - FULL ADVICE’. You will find this in the ‘Sample T...
Sun, 15 Nov, 2020 at 8:43 PM
ISA and GIA Template
ATEB Template Start with the ATEB template named ‘ISA & GIA Template’. You will find this in the ‘Sample Templates’ tab on the ‘Templates’ page.  The...
Sun, 15 Nov, 2020 at 8:47 PM
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...
Sun, 15 Nov, 2020 at 8:46 PM
Personal Pension Template
ATEB Template Start with the ATEB template named ‘Personal Pension Template’. You will find this in the ‘Sample Templates’ tab on the ‘Templates’ page.  ...
Sun, 15 Nov, 2020 at 8:47 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 on the ‘T...
Wed, 8 Apr, 2020 at 2:00 AM