Example Mortgage & Protection Suitability Report

There is no specific regulatory requirement to produce a suitability report for mortgage recommendations. However, doing so has clear benefits for your company and your clients, including:suitability report template

  • Aids the client’s understanding of your recommendations.
  • Encourages dialogue and questions, which in turn reduces the likelihood of future complaints.
  • Enhances your brand and reinforces your professionalism.
  • Enhances your service and strengthens your client relationships.
  • Provides you with a competitive advantage.

Download your free example mortgage and protection suitability report now by filling out the form to the right.

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