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.
New Parent/Child Company Account Relationships & Intelliflo Office Upgrade
David Anderson Suitability 2022, IntelligentOffice, platform, Update
We have completed the latest upgrade to ATEB Suitability on 14th January 2022. This update comes at no additional cost and provides major platform enhancements. Full details of the enhancements can be found below: Parent and Child Company Account Relationships Client firms can now be linked together to establish hierarchical group structures. This feature allows firms […]