PFS adds suitability report guide
- Wednesday, 29 May 2024
- Articles
![The PFS held its annual Paraplanning conference this month](/media/k2/items/cache/46032a75d3a09c56efe45f1166409a50_Generic.jpg)
The Personal Finance Society’s Paraplanning panel has published a guide to support members in writing suitability reports.
Read more...Defaqto launches new suitability report template
- Tuesday, 29 January 2019
- Articles
![Defaqto](/media/k2/items/cache/35c1087793452d276d4229960dc36d14_Generic.jpg)
Defaqto has launched suitability report templates within its Financial Planning system, Engage Core.
Read more...Create ‘distinct’ suitability reports for insistent clients - FCA
- Tuesday, 01 August 2017
- Articles
![Create ‘distinct’ suitability reports for insistent clients - FCA](/media/k2/items/cache/52a1aeac907269e849ed27788c53e4b6_Generic.jpg)
The FCA has suggested advisers create separate suitability reports for insistent clients.
Read more...New suitability report guidance released after talks with FCA
- Tuesday, 13 December 2016
- Articles
![Chris Hannant, APFA’s director general](/media/k2/items/cache/4854123630dc4a547c6dfca9058d58c0_Generic.jpg)
The FCA has been urged to do more to encourage advisers to cut down lengthy suitability reports.
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