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    How to write a report recommending a structured product as part of the recommended investment strategy of a new plan recommendation

    How to write a report recommending a structured product as part of the recommended investment strategy of a new plan recommendation

    Nigel Ogram - 8th June 2026

    In this month’s User Tip, Nigel explains how you can include a Structured Product as part of your Recommended Investment Strategy

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    How to write a report in Genovo recommending a new standalone structured investment product

    How to write a report in Genovo recommending a new standalone structured investment product

    Nigel Ogram - 11th May 2026

    In this month’s User Tip, Nigel explains how you can recommend that your client purchases a structured investment product

    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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