Copying and pasting previous suitability reports is asking for trouble
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Your clients are Unique and your reports to them should be too
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This generically refers to the transfer of benefits
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Switching from one investment to another
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Don’t replace unless there is a damn good reason to do so
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Are you adequately checking what you send out?
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No recommendation is suitable without a positive outcome for the customer
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A powerful and effective way of personalising suitability reports
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A hot topic with the FCA
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Just creating yourself extra work?
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