Latest news

Genovo Updates and Enhancements

Team Genovo - 9th September 2014

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

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.

How to customise your advice reasons

Ed Evans - 20th August 2014

Assuming you don’t wish to fall foul of the regulator it is imperative that the reasons for the advice you include in your suitability reports are specific to your clients’ circumstances and directly link back to their needs and objectives.

Compliance checking – have you got your head in the cloud?

Ed Evans - 13th August 2014

Learn how you could streamline your compliance checking process using cloud applications.

Full or Limited Advice and the FCA’s expectations of you

Ed Evans - 6th August 2014

A summary of the FCA’s expections of a full or limited advice service and their impact on financial adviser’s suitability reports.

Genovo Updates and Enhancements

Team Genovo - 1st August 2014

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

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.

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.

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.