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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Just creating yourself extra work?
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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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