How to write a Continued Suitability Report in less than 5 minutes in Genovo
Nigel Ogram - 7th October 2024
Just how fast can you create a MiFID II compliant continued suitability report? No need to ask ChatGPT, just watch our 5 minute video.
Read more >How does Genovo stack up against the PFS Suitability Report Writing Guide?
Nigel Ogram - 15th July 2024
Nigel puts his money where his (not so quiet) mouth is and takes a deep dive into the PFS suitability report writing guide to see how Genovo stacks up.
Read more >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.
Read more >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.
Read more >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
Read more >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 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.
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 >