suitability report Archives

Genovo Suitability Report New Features & Updates June 2016

Team Genovo - 9th June 2016

Learn more about the enhancements we’ve made to the Investment Library of the Genovo suitability report app

Genovo Suitability Report New Features & Updates April 2016

Team Genovo - 21st April 2016

Learn more about the enhanced trust-related functionality we’ve added to the Genovo suitability report app

Genovo Suitability Report 2016-17 Tax Year Updates

Team Genovo - 5th April 2016

See all the updates we’ve applied to the Genovo suitability report app for the 2016/17 tax year.

Genovo Suitability Report New Features & Updates January 2016

Team Genovo - 28th January 2016

Here’s a summary of the new updates and features that we’ve just applied to the Genovo suitability report app.

Xmas Bonus Release: Genovo New Features

Team Genovo - 16th December 2015

Here’s a summary of the new updates and features that we’ve just applied to the Genovo suitability report app.

Genovo New Features & Updates

Team Genovo - 25th November 2015

Here’s a summary of the new updates and features that we’ve just applied to the Genovo suitability report app.

Genovo New Features & Updates

Team Genovo - 24th September 2015

Here’s a summary of the new updates and features that we’ve just applied to the Genovo suitability report app.

Rory Percival: What you should and shouldn’t be including in your suitability reports

Ed Evans - 23rd July 2015

You’ve probably noticed of late that Rory Percival, FCA Technical Specialist, appears to have been on a one-man mission to dispel some of the myths that have grown up surrounding suitability reports, and provide some much needed guidance on what should and shouldn’t be included within them….

Genovo Updates and Enhancements

Team Genovo - 18th June 2015

A summary of the updates we’ve recently applied to the Genovo suitability report app.

Do you need to include other products considered but discounted in your suitability reports?

Ed Evans - 1st June 2015

Whether suitability reports should include a summary of all possible products that could in theory have met the client’s objectives together with the reasons why they were not recommended has been hotly debated amongst advisers, paraplanners and compliance officers for many years now.