Sample Templates
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
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
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
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
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
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
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
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
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
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