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The importance of grammar in your suitability reports

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!

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

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

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

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?

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

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.

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FCA Guidance – Budget Pension Reforms

FCA Guidance – Budget Pension Reforms

Ed Evans - 10th April 2014

In light of the pension reforms announced in the recent Budget, the FCA has released guidance on how to advise clients making retirement income decisions in the run-up to April 2015.

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FCA Positive Compliance Seminars – Suitability Report Guidance

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.

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Join Beta Testing and Get a Years Free Subscription to The Genovo Suitability Report Software

Join Beta Testing and Get a Years Free Subscription to The Genovo Suitability Report Software

Ed Evans - 11th February 2014

We’re looking for a broad range of financial planners and paraplanners to beta-test our brand new suitability report software. All beta-testers will receive up to a year’s free subscription to Genovo, as well as the opportunity to influence the final product and become an early adopter of the latest developments in online document generation.

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