Are you correctly structuring your suitability reports?
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How well do you know yours?
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As you know, the government announced in the 2014 Budget that from the 1st July 2014, ISAs (Individual Savings Account)
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Do your suitability reports pass the 'Granny Test'?
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Company tailored reports, personalised for your clients
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“The art and science of seeing wholes rather than just parts including the relationship of the parts to the whole.”
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“This is the type of arrant pedantry up with which I will not put.” Winston Churchill
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Are your suitability reports as clear as mud?
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Do your suitability reports meet the regulator's expectations?
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Why highlighting the negative is positive!
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