How do I write a fund switch report in Genovo?
Nigel Ogram - 11th September 2023
In this month’s User Tip blog, Nigel guides you through the most efficient way to write a simple fund switch report in Genovo.
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Personalising your suitability reports using advice options and reasons
Simon Large - 19th April 2022
In this month’s User Tip blog, Simon talks you through how to personalise your suitability reports using advice options and reasons.
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How to write a Drawdown Review report
Nigel Ogram - 14th February 2022
This month, our resident decumulation expert, Nigel Ogram, guides you through the process of writing a drawdown review report
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How Genovo can help you meet some of the requirements of the Pension Transfer Gold Standard
Richard Lent - 5th August 2019
Find out how Genovo can help you meet the Personal Finance Society’s Pension Transfer Gold Standard
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New APTA/TVC-related functionality added to Genovo
Ed Evans - 13th September 2018
Learn more about the new DB transfer-related features we’ve added to the Genovo suitability report app. in response to the FCA Policy Statement 18/6 including APTA and Transfer Value Comparator (TVC) functionality.
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How to customise how the regulatory documents are referenced in your suitability reports
Kate Wells - 17th March 2018
Within Genovo, the Regulatory Dates step is automatically included within the Introduction section of a suitability report as standard. It provides the option for you to record the date the client was provided with various regulatory documents.
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Genovo Suitability Report New Features & Updates December 2017
Team Genovo - 7th December 2017
Learn about the new features we’ve added to Genovo in readiness for MiFID II, including a new Aggregated Total Charge as well as other general enhancements.
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Genovo – Our response to MiFID II
Ed Evans - 14th November 2017
What impact will MiFID II have on suitability reports and how can Genovo help you to address them.
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How much information about a client’s circumstances should you include in a suitability report?
Kate Wells - 18th September 2017
There are different thoughts and opinions surrounding how much detail about a client’s circumstances you need to include in your suitability reports. To add a little spice to this month’s user tip I’ve highlighted two slightly different viewpoints.
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What does a good suitability report look like?
Mike Malkiewicz - 11th September 2017
In this month’s guest blog Mike Malkiewicz of Clear Paraplanning explores what a good suitability report should look like by sharing some hints and tips from his previous experiences.
Read more >Free suitability report template
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Suitability report best practice guide
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