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
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
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?
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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Client Objectives in Suitability Reports: What the FCA Expects of You
Ed Evans - 24th February 2015
The importance of including personalised objectives in your suitability reports and why you shouldn’t rely on generic, stock statements that frequently remain unchanged.
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Autumn Statement – Genovo Updates
Team Genovo - 4th December 2014
A summary of the updates we’ve recently applied to the Genovo suitability report app following the Autumn Statement
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FCA Suitability Report Guidance: What does the regulator expect from you? Part II
Ed Evans - 3rd December 2014
The FCA has recently updated their Suitability Report Factsheet. This factsheet is essential reading for individuals who prepare suitability reports and / or monitor the quality of suitability reports prepared by others.
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FCA Suitability Report Guidance: What does the regulator expect from you? Part I
Ed Evans - 19th November 2014
The FCA has recently updated their Suitability Report Factsheet. This factsheet is essential reading for individuals who prepare suitability reports and / or monitor the quality of suitability reports prepared by others.
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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
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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 >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.
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