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    Please mind your language!

    Please mind your language!

    Ed Evans - 9th July 2014

    An overview of the language you should, or more importantly shouldn’t use in your suitability reports.

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    Suitability Report Format

    Suitability Report Format

    Ed Evans - 2nd July 2014

    Learn how making a few changes to your suitability report format can not only make them more reader-friendly and engaging, but also more closely aligned with your personality and brand.

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    How to structure a suitability report

    How to structure a suitability report

    Ed Evans - 25th June 2014

    Probably the single biggest factor influencing both the size and structure of a suitability report will be whether you do in fact provide your clients with a suitability report or a suitability / reason why letter.

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    What is the ideal length of a suitability report?

    What is the ideal length of a suitability report?

    Ed Evans - 18th June 2014

    With the regulator being deliberately non-prescriptive, it has been left up to advisers, paraplaners and compliance officers to debate the ideal length of a suitability report amongst themselves.

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    Learn how to write reader-friendly and engaging suitability reports

    Learn how to write reader-friendly and engaging suitability reports

    Ed Evans - 11th June 2014

    Ok, let’s be honest about this – suitability reports aren’t page turners, and they’re certainly never going to compete with the latest best seller as bedtime reading for your clients, however well crafted they may be! Having said this, I do believe that if you employ just a little creativity and follow some tried-and-tested report writing techniques, it is still possible to write reader-friendly and engaging suitability reports.

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    FCA Positive Compliance Seminars – Suitability Report Guidance

    FCA Positive Compliance Seminars – Suitability Report Guidance

    Ed Evans - 3rd April 2014

    23 key points from the FCA’s Positive Compliance seminars impacting the content and format of your suitability reports.

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