Report Types 6

• Overview of the different report types
• How do I write an (annual) review report for an existing client?
• How do I write a Continued Suitability Report for an existing client?
• How do I write a basic fund switch report?
• How do I write a basic suitability report recommending the top-up of an existing investment / pension?

See all 6 articles

Creating a report 11

• VIDEOS: How to build a report
• How do I write a report for joint private clients?
• How do I clone a report?
• How do I reassign a report to another client?
• How do I change the Report Type of an existing report?

See all 11 articles

The Report Builder 10

• What is The Report Builder?
• How do I change the order the sections come out in my report?
• How do I remove a section from a report?
• How do I remove the Table of Contents from a report?
• Which products and topics are covered within each section of the report?

See all 10 articles

The section wizards 9

• What is a section wizard?
• Is my work automatically saved as I progress through a section?
• How do I navigate around a section wizard?
• Is it ok to only select the standard Advice Reasons?
• How do I edit an Advice Option / Reason within the step?

See all 9 articles

Specific step info 22

• Changes to the Plan Charges step in readiness for MiFID II
• How is the Aggregated Total Charge calculated in the Plan Charges step?
• How is costs and charges disclosure dealt with in the new Review Report 2.0 and Continued Suitability Report?
• How do I copy the charges from one plan to another within the Plan Charges step?
• New Plan Charges Shortcut - Investment-related charges copied to Plan Charges step

See all 22 articles