Zombie
Will your Suitability Reports come back from the grave to haunt you?
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AtoZ
Yearly
Demonstrate an audit trial for reviews
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X-Factor
Only ATEB suitability reports have that special X factor
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Waffling
Join the campaign to make waffling a finable offence!
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Verbatim
Copying and pasting previous suitability reports is asking for trouble
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Unique
Your clients are Unique and your reports to them should be too
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Transfers
This generically refers to the transfer of benefits
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Switches
Switching from one investment to another
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Replacement Business
Don’t replace unless there is a damn good reason to do so
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Quarantine and Quality Control
Are you adequately checking what you send out?
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