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Suitability

We don’t mean to sound condescending, but based on our experience after checking thousands of files, the most common suitability report errors are typing, spelling and grammatical.

The suitability report is a cornerstone of your advice process and promotes your brand and standards of professionalism. A suitability report that is poorly written, unchecked and not proof read is likely to include errors and hence does not promote your brand in a favourable light.

Using a tool like ATEB Suitability will eliminate to a greater degree such errors by storing standardised text centrally.  You can also use a browser with a built in spell checker to check your spelling as you go.

Don’t forget to check Our View about this article and the Actions Required By You

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Important Note: ATEB news is intended to provide general information ONLY. The content, including any views expressed or guidance provided, does not replace the need to comply fully with FCA Rules and Guidance. Unless you have discussed news article content with ATEB, and specifically how it relates to your circumstances, then ATEB disclaims all liability and responsibility and actions arising from any reliance placed upon it. For the avoidance of doubt therefore, any reliance you place on such information without our consultation is at your own risk.

ATEB Compliance offers compliance and regulatory advice.

ATEB Suitability provides report writing software for the financial services market.

About the Author

David Anderson

David Anderson

Director - Having joined us directly from university, David quickly developed into an indispensable member of the team. As our IT Director he is responsible for ATEB’s technology strategies, security systems and platforms. He has been at the forefront of the development of ATEB Suitability and instrumental in ensuring that the complex regulatory requirements are catered for in an interactive and intuitive fashion. He would be delighted to discuss its capabilities with you in more detail.

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