How to customise the look and feel of your suitability reports to reflect your company’s stationery 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.
Read more >
Word Tips 3 – Tables in Suitability Reports
Ed Evans - 22nd October 2014
Learn how to add, design and edit tables in your suitability reports to make them more reader friendly and engaging
Read more >
What is the difference between a disadvantage and a risk warning?
Ed Evans - 15th October 2014
The regulator expects you to give equal weighting to the upsides and downsides of your recommendations. Therefore you must include both disadvantages and risk warnings in your suitability reports.
Read more >
Word tips 2 – Suitability Report Cover Pages and Table of Contents
Ed Evans - 8th October 2014
Learn how to use the standard features of Microsoft Word to make your suitability reports and other documents more reader friendly and engaging.
Read more >
How to include a recommendation for a model portfolio within your suitability reports
Ed Evans - 1st October 2014
How to include a recommendation for a model portfolio within your suitability reports using Genovo.
Read more >
Word Tips 1 – Tweaking suitability reports in Word
Ed Evans - 24th September 2014
A couple of hints & tips on tweaking your suitability reports in Microsoft Word
Read more >
How to include a recommendation for discretionary fund management within your suitability reports
Ed Evans - 17th September 2014
How to include a recommendation for discretionary fund management within your suitability reports using Genovo
Read more >
File sharing services and suitability reports
Ed Evans - 10th September 2014
My top three file sharing services and how they could help you manage your suitability reports.
Read more >
Genovo Updates and Enhancements
Team Genovo - 9th September 2014
A summary of the updates we’ve recently applied to the Genovo suitability report app.
Read more >
Projection of benefits or reduction in yield
Ed Evans - 3rd September 2014
It is a key requirement of replacement business to provide a clear and accurate comparison of charges in a manner that is easy to understand.
Read more >Free suitability report template
Learn how to make your reports more reader-friendly and engaging.
Suitability report best practice guide
Download the interactive guide and follow our 9 steps to better suitability reports.
Categories
- All articles
- FCA Guidance
- Financial Planning Tips
- Genovo New Features & Updates
- Guest Blog
- Industry Comment
- Integrations
- MiFID II
- Our News
- Security
- Suitability Report Best Practice
- Tax Year Updates
- Uncategorised
- User Tips
- Word Tips