Help & Support

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...

ATEB Template Start with the ATEB template named ‘Annual Review - Stocks & Shares ISA Template’. You will find this in the ‘Sample Templates’ tab o...

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...

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...

ATEB Template Start with the ATEB template named ‘Defined Benefit to Personal Pension Transfer Template’. You will find this in the ‘Sample Templates’ tab ...

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...