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How to customise how the regulatory documents are referenced in your suitability reports

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.

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Genovo Suitability Report New Features & Updates December 2017

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

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?

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.

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What does a good suitability report look like?

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.

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How signposting can help control the length of   your suitability reports

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.

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Rory Percival: What you should and shouldn’t be including in your suitability reports

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….

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Do you need to include other products considered but discounted in your suitability reports?

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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Client Objectives in Suitability Reports: What the FCA Expects of You

Client Objectives in Suitability Reports: What the FCA Expects of You

Ed Evans - 24th February 2015

The importance of including personalised objectives in your suitability reports and why you shouldn’t rely on generic, stock statements that frequently remain unchanged.

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FCA Suitability Report Guidance: What does the regulator expect from you? Part II

FCA Suitability Report Guidance: What does the regulator expect from you? Part II

Ed Evans - 3rd December 2014

The FCA has recently updated their Suitability Report Factsheet. This factsheet is essential reading for individuals who prepare suitability reports and / or monitor the quality of suitability reports prepared by others.

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