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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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    Reusable, Repeatable Reports

    Reusable, Repeatable Reports

    Simon Large - 7th March 2022

    With ISA season looming, this month’s user tip blog is dedicated to showing you how to use report templates to produce your reports in a swifter, more efficient way.

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    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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