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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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