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.
Read more >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.
Read more >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.
Read more >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….
Read more >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.
Read more >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
Read more >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.
Read more >FCA Suitability Report Guidance: What does the regulator expect from you? Part I
Ed Evans - 19th November 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.
Read more >Microsoft and Dropbox Partnership
Ed Evans - 12th November 2014
Learn how the Microsoft and Dropbox partnership could help Genovo users with the process of writing, sharing and checking suitability reports.
Read more >How to customise the look and feel of your suitability reports to reflect your company’s stationary and branding
Team Genovo - 29th October 2014
Learn how you can quickly and easily customise the look and feel of your suitability reports to reflect your company’s stationary and branding.
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