How to include a recommendation for discretionary fund management within your suitability reports
Ed Evans - 17th September 2014
How to include a recommendation for discretionary fund management within your suitability reports using Genovo
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How to customise your advice reasons
Ed Evans - 20th August 2014
Assuming you don’t wish to fall foul of the regulator it is imperative that the reasons for the advice you include in your suitability reports are specific to your clients’ circumstances and directly link back to their needs and objectives.
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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