Compliance checking – have you got your head in the cloud?
Ed Evans - 13th August 2014
Learn how you could streamline your compliance checking process using cloud applications.
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Full or Limited Advice and the FCA’s expectations of you
Ed Evans - 6th August 2014
A summary of the FCA’s expections of a full or limited advice service and their impact on financial adviser’s suitability reports.
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Genovo Updates and Enhancements
Team Genovo - 1st August 2014
A summary of the updates we’ve recently applied to the Genovo suitability report app.
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The importance of grammar in your suitability reports
Ed Evans - 16th July 2014
Why it’s important to pay particular attention to grammar in your suitability reports, as well as all other business communications.
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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
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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Genovo Updates and Enhancements
Team Genovo - 30th June 2014
A summary of the updates and enhancements we’ve applied to the Genovo suitability report app following the introduction of the new ISA
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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?
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
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 >Free suitability report template
Learn how to make your reports more reader-friendly and engaging.
Suitability report best practice guide
Download the interactive guide and follow our 9 steps to better suitability reports.
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