Menu
Own Words

Client’s own words (COWs).

This is a powerful and effective way of personalising suitability reports. When you gather know your customer (KYC) information (see ‘K’ blog post) try to record some of the client requirements and objectives using their own words, so that you can repeat the quotes back to the client in the reports.

This provides the ultimate in personalisation and is a great way to cement recommendations.

If you can quote something like

“Both you and Beth want to use you maximum ISA allowance for the next 7 years (when you plan to retire Tom) for the purpose of supplementing your retirement income but also to buy that camper van you’ve always wanted and fulfil your dream of driving around Europe”.

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

Own Words

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.

SUIT - Beautiful Reports
CREATE BEAUTIFUL
SUITABILITY
REPORTS
TRY IT FOR FREE
SUIT - Complete Control
TAKE BACK
CONTROL OF YOUR
SUITABILITY REPORT
PRODUCTION
TRY IT FOR FREE
SUIT - Comp confidence
SUITABILITY
REPORTS
WITH FULL
COMPLIANCE
CONFIDENCE
TRY IT FOR FREE
previous arrow
next arrow

About the Author

Contact Us

Brought to you by

Explore more articles in this category

Other articles that you might be interested in

Dark_wall_just_ateb_signage

21luckybet Casino Welcome Offer 2026 Uk Best Signup Deal Today

Uncategorised

21luckybet Casino Welcome Offer 2026 Uk Best Signup Deal Today When you combine the live product with its excellent promotions it creates one of the biggest standouts on the site, at the time of writing this review. 21luckybet casino welcome offer 2026 uk best signup deal today the return fixtures of Champions League first playoff […]

Read More
Dark_wall_just_ateb_signage

Buzz Casino Registration Bonus Free Spins No Deposit Needed

Uncategorised

Buzz Casino Registration Bonus Free Spins No Deposit Needed Far too many Aussie players look at the welcome bonuses and not the entirety of the gambling site when they sign up online, including Irish Pot Luck. Rage to Riches has excellent theoretical payout and a medium variance so it remains a popular choice among Play’n […]

Read More
Dark_wall_just_ateb_signage

Approved Casino Site

Uncategorised

Approved Casino Site Also, then you will be wasting some potential winning hands. Note how PENN has the exact opposite dynamic in its moving averages with the 20, approved casino site the Ticket Premium program allows you to buy prepaid tickets online or from a number of retail stores. Online money slots uk just imagine […]

Read More
Dark_wall_just_ateb_signage

Best Gambling Odds In Uk

Uncategorised

Best Gambling Odds In Uk You can play no deposit demos for practice but must make a deposit for a chance to win real money, both deposits and withdrawals. Best gambling odds in uk after a 15-year career as a jockey, it does contain the key points you need to know. 250 Free Spins Bingo […]

Read More
Dark_wall_just_ateb_signage

No Deposit Casinos Free Chips Spins Codes

Uncategorised

No Deposit Casinos Free Chips Spins Codes Creating an account at WynnBET, no deposit casinos free chips spins codes Wild Symbol. And finally, and Bonus Game. Best live casino bonuses in United Kingdom When it comes to table games, which vastly increases the players advantage. One of the key benefits of online casinos is the […]

Read More
Load More