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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 does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part 3

    How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part 3

    Richard Lent - 18th May 2020

    Learn more about how Genovo can be used to help you fulfil the FCA’s expectations when recommending replacement business.

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    How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part 2

    How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part 2

    Richard Lent - 4th May 2020

    Learn more about how Genovo can be used to help you fulfil the FCA’s expectations when recommending replacement business.

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    How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part 1

    How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part 1

    Richard Lent - 20th April 2020

    Learn more about how Genovo can be used to help you fulfil the FCA’s expectations when recommending replacement business.

    Read more >

    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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