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.
Read more >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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