Quarantine and Quality Control
Are you adequately checking what you send out?
Suitability
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
Mortgage Suitability Reports
Just creating yourself extra work?
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