User Tips Archives

The Client Declaration page

Kate Wells - 21st August 2017

Learn how to make changes to the Client Declaration page of the Genovo suitability report app.

How to write a review report for an existing client

Kate Wells - 17th July 2017

As part of your agreed service proposition, you may wish to provide an existing client with a shortened report which solely focuses on a review of their risk profile and the continued suitability of their existing investment portfolio. This is also possible with Genovo, and is imaginatively entitled our (Annual) Review Report!

How signposting can help control the length of your suitability reports

Kate Wells - 20th June 2017

Learn how you can easily signpost to third party documents within Genovo to help control the length of your suitability reports.

How to create and edit a template table in your suitability reports

Kate Wells - 25th April 2017

Learn how to create and edit a template table in Genovo so that it comes out in your reports in line with the table-related styles you’ve selected in your Report Theme.

How to customise the title of your suitability report title page

Kate Wells - 21st March 2017

Learn how to add a custom report title to the title page of your suitability reports in Genovo.

How to move the Attitude to Risk and Capacity for Loss text from the Investment Strategy to the Introduction section of your reports

Ed Evans - 13th February 2017

Learn how to customise your Genovo account so the attitude to risk and capacity for loss text comes out in the Introduction section of your 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….

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.

How to write an inheritance tax planning suitability report with Genovo

Team Genovo - 2nd February 2015

Learn how to quickly and easily write an inheritance tax planning suitability report with Genovo

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.