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    How to easily add information about the FSCS into your Genovo reports

    How to easily add information about the FSCS into your Genovo reports

    Nigel Ogram - 7th March 2023

    In this month’s User Tip blog, Nigel guides you through how and when to incorporate information about the Financial Services Compensation Scheme in your suitability reports.

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    How Genovo can help you meet the requirements of Consumer Duty

    How Genovo can help you meet the requirements of Consumer Duty

    Nigel Ogram - 18th November 2022

    In this month’s user tip blog, Nigel walks you through how Genovo helps you fulfil the requirements set out by the Consumer Duty.

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    How Genovo handles Additional Permitted Subscriptions

    How Genovo handles Additional Permitted Subscriptions

    Nigel Ogram - 26th September 2022

    In this months user tip blog, Nigel walks you through how to write a suitability report for Additional Permitted Subscriptions.

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    How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part II

    How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part II

    Simon Large - 17th June 2022

    In the second part of his User Tip blog on how to write a replacement business reports in Genovo, Simon looks at how to add details of the existing plan.

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    How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part I

    How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part I

    Simon Large - 23rd May 2022

    In this month’s User Tip blog, Simon walks you through how to write personalised and compliant suitability reports for replacement business.

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    How is costs and charges disclosure dealt with in the new Review Report 2.0 and Continued Suitability Report?

    How is costs and charges disclosure dealt with in the new Review Report 2.0 and Continued Suitability Report?

    Richard Lent - 15th May 2019

    Find out more about how Genovo’s new Review Report 2.0 and Continued Suitability Report help you meet your obligations for disclosing ‘ex-ante’ and / or ‘ex-post’ charges.

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    New APTA/TVC-related functionality added to Genovo

    New APTA/TVC-related functionality added to Genovo

    Ed Evans - 13th September 2018

    Learn more about the new DB transfer-related features we’ve added to the Genovo suitability report app. in response to the FCA Policy Statement 18/6 including APTA and Transfer Value Comparator (TVC) functionality.

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    Genovo – Our response to MiFID II

    Genovo – Our response to MiFID II

    Ed Evans - 14th November 2017

    What impact will MiFID II have on suitability reports and how can Genovo help you to address them.

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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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    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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    Free suitability report template

    Learn how to make your reports more reader-friendly and engaging.

    Free Suitability Report Template

    Suitability report best practice guide

    Download the interactive guide and follow our 9 steps to better suitability reports.

    Suitability report best practice guide

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