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    How much information about a client’s circumstances should you include in a suitability report?

    How much information about a client’s circumstances should you include in a suitability report?

    Kate Wells - 18th September 2017

    There are different thoughts and opinions surrounding how much detail about a client’s circumstances you need to include in your suitability reports. To add a little spice to this month’s user tip I’ve highlighted two slightly different viewpoints.

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