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    Genovo New Features & Updates

    Genovo New Features & Updates

    Team Genovo - 25th November 2015

    Here’s a summary of the new updates and features that we’ve just applied to the Genovo suitability report app.

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    Genovo New Features & Updates

    Genovo New Features & Updates

    Team Genovo - 24th September 2015

    Here’s a summary of the new updates and features that we’ve just applied to the Genovo suitability report app.

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    Rory Percival: What you should and shouldn’t be including in your suitability 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….

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    Summer Budget – Genovo Updates

    Summer Budget – Genovo Updates

    Team Genovo - 9th July 2015

    A summary of the updates we’ve recently applied to the Genovo suitability report app following the Summer Budget.

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    Genovo Updates and Enhancements

    Genovo Updates and Enhancements

    Team Genovo - 18th June 2015

    A summary of the updates we’ve recently applied to the Genovo suitability report app.

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    Do you need to include other products considered but discounted in your suitability reports?

    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.

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    Pension Reforms and New Tax Year Updates

    Pension Reforms and New Tax Year Updates

    Team Genovo - 5th April 2015

    A summary of the updates and enhancements we’ve applied to the Genovo suitability report app. to reflect the pension reforms and the other slightly less radical tax and legislative changes that came into effect at the turn of the tax year!

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    Client Objectives in Suitability Reports: What the FCA Expects of You

    Client Objectives in Suitability Reports: What the FCA Expects of You

    Ed Evans - 24th February 2015

    The importance of including personalised objectives in your suitability reports and why you shouldn’t rely on generic, stock statements that frequently remain unchanged.

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    Genovo Updates and Enhancements

    Genovo Updates and Enhancements

    Team Genovo - 16th February 2015

    A summary of the updates we’ve recently applied to the Genovo suitability report app.

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    How to write an inheritance tax planning suitability report with Genovo

    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

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