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ABOUT US

We offer design and development services to assist businesses build 21st century solutions

 

With a broad range of in-house skills and expertise, we assist firms with application development projects, brand development and IT infrastructure strategies. The range of options is vast and it is easy to over-spend, so we will work with you to evaluate your needs objectively and provide cost-effective recommendations.

Our software development and UX/UI design teams have developed a reputation for flair and ingenuity. As well as working hard for our customers, they have implemented all the ATEB websites.

As experts in the Financial Services industry, we can ensure that regulatory aspects such as Compliance and Data Protection are an integral part of your systems.

For a free informal chat, contact us here.

Here are some news from the ATEB Group

Recording client meetings

Recording client meetings

Since MiFIDII came into effect in 2018, it has been a requirement on firms to take reasonable steps to record all telephone calls, and keep a copy of electronic communications, that relate to the activities in financial instruments referred to in SYSC 10A.1.1R(2) (and that are not excluded by SYSC 10A.1.4R), and that are made […]
Compliance
FCA survey – reply dates extended

FCA survey – reply dates extended

We wrote with details of the latest FCA survey. You can read those details here. The FCA has now extended the response dates as indicated below.     “On 19 July 2021, we sent the below e-mail informing you of our plans to issue a Covid-19 Impact Survey to firms in Tranche 1 for a […]
Compliance
Sustainable investing – a wild frontier?

Sustainable investing – a wild frontier?

We have written before about ‘ethical’ or ‘sustainable’ investing, most recently here, in recognition of the increasing presence of and interest in ESG funds. The rules that were to have been implemented this year, requiring advisers to consider clients’ sustainable investment preferences, did not materialise as a result of the UK withdrawal from the EU. […]
Compliance
Pension transfer advice – personalised charges

Pension transfer advice – personalised charges

“I’ve started so I’ll finish …”.  A well known catchphrase first coined by Magnus Magnusson, the original presenter of the BBC’s long running Mastermind show and continued by his successor, John Humphreys. The FCA seemed to pick up on the concept in the pension transfer rules that came into force in April 2018. If the […]
Compliance
FCA Covid-19 Survey #5

FCA Covid-19 Survey #5

The FCA has advised; Many of you will be aware that we issued the first phase of the Covid-19 Impact Survey in June 2020, covering around 13,000 firms across 15 Supervision portfolios (Tranche 1), and then rolled this out to a further 9,500 firms in 21 portfolios (Tranche 2) at the beginning of August 2020. […]
Compliance

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Contact Us

We’d love to hear from you. Whether it is a simple question or a valuable suggestion, we are here 24/7. You can call us by phone or email us directly.

Address

Evolve Business Centre
Cygnet Way
Houghton le Spring
Durham
DH4 5QY

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