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ATEB suitability allows a high degree of tailoring so that all reports are individual, both to the firm (brand and image) and individual to the client (fully personalised).

By using your own firm’s logos, standard fonts and look and feel, you can promote your individual brand.

By including soft facts, client specific requirements and the client’s own words in reports, they become individual to the client.

While some standardisation is essential for control and consistency, suitability reports should be individually created.

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

Individual

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.

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