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.



SM&CR – FCA explainer video
Alistair MacDougall Compliance FCA, SM&CR
The FCA has issued a video explaining what firms have to do ahead of 31 March 2021.