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.
Read more >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.
Read more >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.
Read more >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.
Read more >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.
Read more >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.
Read more >