genovo user tips Archives

How to move the Attitude to Risk and Capacity for Loss text from the Investment Strategy to the Introduction section of your reports

Ed Evans - 13th February 2017

Learn how to customise your Genovo account so the attitude to risk and capacity for loss text comes out in the Introduction section of your 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….

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.

How to write an inheritance tax planning suitability report with Genovo

Team Genovo - 2nd February 2015

Learn how to quickly and easily write an inheritance tax planning suitability report with Genovo

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.

FCA Suitability Report Guidance: What does the regulator expect from you? Part I

Ed Evans - 19th November 2014

How to customise the look and feel of your suitability reports to reflect your company’s stationery and branding

Team Genovo - 29th October 2014

Learn how you can quickly and easily customise the look and feel of your suitability reports to reflect your company’s stationary and branding.

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

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.