How to write a basic suitability report recommending the bed and ISA of a client’s existing investment
Given the time of year it seemed appropriate in this month’s user tip to look at how you can quickly (in less than 10 mins!) and effectively write a suitability report confirming the recommendation for the bed and ISA of a client’s existing investment (most likely a GIA or collective investment) within Genovo.
A bed and ISA can be covered in a variety of Report Types in Genovo including the Suitability Report or the Review Report 2.0. However, if this is literally all you’re recommending then selecting the Top-up / Bed and ISA report type will streamline the report writing process and result in a more concise and reader-friendly report covering all of the pertinent points.
For a step-by-step guide to writing a bed and ISA report in Genovo check out the following article from our Knowledge Base.
How do I write a basic suitability report recommending the bed and ISA of a client’s existing investment?
Report Template Library
What’s more, we’ve also added a brand new template ‘Genovo Example: Bed & ISA GIA’ to the Report Template Library to save you having to reinvent the wheel, and help you write your bed and ISA reports even quicker.
I hope that proves useful and helps ease your tax year end burden. As always, if you’ve got any questions regarding the content covered in this month’s user tip blog please don’t hesitate to get in touch by submitting a support ticket and we’ll get straight back to you.
You’ll find lots of useful information about Genovo in our Knowledge Base or by clicking on the links below.
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