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.
FCA expectations in relation to remote or hybrid working
Alistair MacDougall Compliance Call Recording, COVID-19, FCA, PI, protected, protection, recording, Register, Senior Manager, training
The coronavirus (Covid-19) pandemic has resulted in many firms adopting remote working for some or all employees. Indeed, some of you reading this article right now might well be in a kitchen or home office, in permanent dress down mode (remember when that only happened on the last Friday of the month?) and perhaps even […]