Waffling
Join the campaign to make waffling a finable offence!
David Anderson
Verbatim
Copying and pasting previous suitability reports is asking for trouble
Unique
Your clients are Unique and your reports to them should be too
Transfers
This generically refers to the transfer of benefits
Switches
Switching from one investment to another
Replacement Business
Don’t replace unless there is a damn good reason to do so
Quarantine and Quality Control
Are you adequately checking what you send out?
Positive Outcome
No recommendation is suitable without a positive outcome for the customer
Own Words
A powerful and effective way of personalising suitability reports
Non-Disclosure
A hot topic with the FCA