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.



Ongoing reviews and value for money
Alistair MacDougall Compliance 2017, 2019, FCA, FOS, MiFID, PI, Update
How can firms ensure clients get value for money in annual reviews?