suitability report Archives

How do I write a suitability report recommending the bed & ISA of a client’s existing investment?

Nigel Ogram - 3rd April 2023

In this month’s User Tip blog, Nigel looks at the different ways you can write a bed & ISA suitability report in Genovo.

How to easily add information about the FSCS into your Genovo reports

Nigel Ogram - 7th March 2023

In this month’s User Tip blog, Nigel guides you through how and when to incorporate information about the Financial Services Compensation Scheme in your suitability reports.

How to write a report in Genovo to recommend the purchase of a guaranteed lifetime annuity following a drawdown review

Nigel Ogram - 13th February 2023

Following on from last month’s User Tip blog about writing a guaranteed annuity report from an uncrystallised pension, Nigel explains how to write a guaranteed lifetime annuity report following a drawdown review.

How to write a suitability report in Genovo to recommend the purchase of a guaranteed lifetime annuity from an uncrystallised pension fund

Ed Evans - 6th January 2023

In this month’s user tip blog, Ed provides you with a step-by-step guide on how to tackle writing a suitability report recommending the purchase of a guaranteed lifetime annuity from an uncrystallised pension fund.

Genovo Suitability Report Advice Options and Reasons Enhancements December 2022

Team Genovo - 15th December 2022

In the final instalment of our Consumer Duty spring-clean we’ve reviewed all of the advice options and reasons in Genovo.

How Genovo handles Additional Permitted Subscriptions

Nigel Ogram - 26th September 2022

In this months user tip blog, Nigel walks you through how to write a suitability report for Additional Permitted Subscriptions.

How Genovo handles client specific content

Simon Large - 29th August 2022

In this months User Tip blog, Simon explains how the Genovo HTML Editor can help to make your suitability reports even more personalised.

Genovo Suitability Report Content Enhancements May 2022

Team Genovo - 31st May 2022

Continuing with our spring clean of the Genovo suitability report content we’ve reviewed the content of all the other snippets in all the other sections.

Genovo Suitability Report Risk Warnings Updates April 2022

Team Genovo - 28th April 2022

We’re having a bit of a spring clean here at Genovo. Carrying on from the updates we applied at the turn of the tax year we’ve since turned our attention to risk warnings.