Mortgage Suitability Reports
Just creating yourself extra work?
David Anderson
Layout
Are you correctly structuring your suitability reports?
Know Your Customer
How well do you know yours?
NISA Changes
As you know, the government announced in the 2014 Budget that from the 1st July 2014, ISAs (Individual Savings Account) […]
Jargon
Do your suitability reports pass the 'Granny Test'?
Individual
Company tailored reports, personalised for your clients
Holistic Advice
“The art and science of seeing wholes rather than just parts including the relationship of the parts to the whole.”
Grammar
“This is the type of arrant pedantry up with which I will not put.” Winston Churchill
Fair, Clear and Not Misleading
Are your suitability reports as clear as mud?
Expectations
Do your suitability reports meet the regulator's expectations?