suitability report Archives

Word Tips 1 – Tweaking suitability reports in Word

Ed Evans - 24th September 2014

A couple of hints & tips on tweaking your suitability reports in Microsoft Word

File sharing services and suitability reports

Ed Evans - 10th September 2014

My top three file sharing services and how they could help you manage your suitability reports.

Genovo Updates and Enhancements

Team Genovo - 9th September 2014

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

Projection of benefits or reduction in yield

Ed Evans - 3rd September 2014

It is a key requirement of replacement business to provide a clear and accurate comparison of charges in a manner that is easy to understand.

Full or Limited Advice and the FCA’s expectations of you

Ed Evans - 6th August 2014

A summary of the FCA’s expections of a full or limited advice service and their impact on financial adviser’s suitability reports.

The importance of grammar in your suitability reports

Ed Evans - 16th July 2014

Why it’s important to pay particular attention to grammar in your suitability reports, as well as all other business communications.

Please mind your language!

Ed Evans - 9th July 2014

An overview of the language you should, or more importantly shouldn’t use in your suitability reports.

Suitability Report Format

Ed Evans - 2nd July 2014

Learn how making a few changes to your suitability report format can not only make them more reader-friendly and engaging, but also more closely aligned with your personality and brand.

How to structure a suitability report

Ed Evans - 25th June 2014

Probably the single biggest factor influencing both the size and structure of a suitability report will be whether you do in fact provide your clients with a suitability report or a suitability / reason why letter.

What is the ideal length of a suitability report?

Ed Evans - 18th June 2014

With the regulator being deliberately non-prescriptive, it has been left up to advisers, paraplaners and compliance officers to debate the ideal length of a suitability report amongst themselves.