Will your Suitability Reports come back from the grave to haunt you?
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Demonstrate an audit trial for reviews
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Only ATEB suitability reports have that special X factor
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Join the campaign to make waffling a finable offence!
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Copying and pasting previous suitability reports is asking for trouble
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Section K ‘Adviser Charging’ will change for data reported from 31 December 2014.
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Your clients are Unique and your reports to them should be too
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This generically refers to the transfer of benefits
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Switching from one investment to another
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Don’t replace unless there is a damn good reason to do so
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