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
Read more >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.
Read more >How to customise how the regulatory documents are referenced in your suitability reports
Kate Ball - 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.
Read more >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.
Read more >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.
Read more >How much information about a client’s circumstances should you include in a suitability report?
Kate Ball - 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.
Read more >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 >How signposting can help control the length of your suitability reports
Kate Ball - 20th June 2017
Learn how you can easily signpost to third party documents within Genovo to help control the length of your suitability reports.
Read more >Rory Percival: What you should and shouldn’t be including in your suitability reports
Ed Evans - 23rd July 2015
You’ve probably noticed of late that Rory Percival, FCA Technical Specialist, appears to have been on a one-man mission to dispel some of the myths that have grown up surrounding suitability reports, and provide some much needed guidance on what should and shouldn’t be included within them….
Read more >Do you need to include other products considered but discounted in your suitability reports?
Ed Evans - 1st June 2015
Whether suitability reports should include a summary of all possible products that could in theory have met the client’s objectives together with the reasons why they were not recommended has been hotly debated amongst advisers, paraplanners and compliance officers for many years now.
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