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    Learn how to write reader-friendly and engaging suitability reports

    Learn how to write reader-friendly and engaging suitability reports

    Ed Evans - 11th June 2014

    Ok, let’s be honest about this – suitability reports aren’t page turners, and they’re certainly never going to compete with the latest best seller as bedtime reading for your clients, however well crafted they may be! Having said this, I do believe that if you employ just a little creativity and follow some tried-and-tested report writing techniques, it is still possible to write reader-friendly and engaging suitability reports.

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    FCA Positive Compliance Seminars – Suitability Report Guidance

    FCA Positive Compliance Seminars – Suitability Report Guidance

    Ed Evans - 3rd April 2014

    23 key points from the FCA’s Positive Compliance seminars impacting the content and format of your suitability reports.

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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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