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Showing 81 to 90 of 11483 search results.

  1. FCA Defined Benefit Advice Assessment Tool (DBAAT) Licensing Agreement [pdf]

    Corporate documents Published: 15/01/2021
    The right to use the DBAAT is subject to the terms of our Licence Agreement
  2. FOI 7256 response tables [pdf]

    FOI releases Published: 15/01/2021
    FOI 7256 response tables.
  3. Introducing the DBAAT: video transcript [pdf]

    Transcripts Published: 15/01/2021
    Defined Benefit Advice Assessment tool (DBAAT) training
  4. FOI7286 response annex [pdf]

    FOI releases Published: 15/01/2021
    FOI7286 response annex
  5. FOI7316 response table [pdf]

    FOI releases Published: 15/01/2021
    FOI7316 response table.
  6. FCA NSM response schema [xsd]

    Published: 15/01/2021
    FCA NSM response schema.
  7. Approach and rules: DBAAT video transcript [pdf]

    Transcripts Published: 15/01/2021
    Defined Benefit Advice Assessment tool (DBAAT) training
  8. Completing suitability tabs: DBAAT video transcript [pdf]

    Transcripts Published: 15/01/2021
    Defined Benefit Advice Assessment tool (DBAAT) training
  9. Defined Benefit Advice Assessment tool (DBAAT) [xlsx]

    Forms Published: 15/01/2021
    The DBAAT helps firms and pension transfer specialists understand our file review methodology for DB transfer advice
  10. Completing the information tab: DBAAT video transcript [pdf]

    Transcripts Published: 15/01/2021
    Defined Benefit Advice Assessment tool (DBAAT) training