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11 articles in this category

New Equinox section (2.2) added

6 November 2025 1 min read

There is more to be added – this is just a start to show case types, but has links to other Equinox-specific sections.

Update 13 August 2025

13 August 2025 1 min read

3.3.1 updated to reflect current practice on pro-formas/quotations 3.3.2 updated to move the discount section to 3.3.3 updated to reflect current practice.

Update 11 June 2025

11 June 2025 1 min read

5.7 – Oppositions Against Third Party TMs added 3.1.2 Collecting Information for a New Client Record updated

New Updates

7 March 2025 1 min read

UKTM procedures, UP handling, and Disbursements (3.3.6)

OM updated

2 January 2025 1 min read

References to Patrawin have been removed and additional guidance added.