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.
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Word tips 2 – Suitability Report Cover Pages and Table of Contents
Ed Evans - 8th October 2014
Learn how to use the standard features of Microsoft Word to make your suitability reports and other documents more reader friendly and engaging.
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File sharing services and suitability reports
Ed Evans - 10th September 2014
My top three file sharing services and how they could help you manage your suitability reports.
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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.
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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.
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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