The Word report 12

• How do I add my company logo to my reports?
• How do I include a favicon in the top right hand corner of my reports?
• How do I change how my name and company details are displayed within my reports?
• How do I add a headshot and / or signature image to my reports?
• How can I customise the title page of my reports?

View all 12

General compliance info 4

• What does the FCA expect from a suitability report?
• Has the report been approved by the FCA?
• Do I need to personalise my reports to ensure they are compliant?
• How signposting can help control the length of your suitability reports