Report Types 8

• VIDEO: An overview of the different report types
• 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?

View all 8

The Report Template Library 8

• VIDEO: An overview of the Report Template Library
• What is the Report Template Library?
• How do I create a report template?
• How do I edit a report template?
• How do I clone a report template?

View all 8

Creating a report 17

• VIDEO: Creating the framework for a report
• How do I create a report for an existing or new client?
• What is the difference between the 3 methods you can use to create a report?
• How do I write a report for joint private clients?
• How do I clone a report?

View all 17

The Report Builder 11

• VIDEO: The Report Builder
• 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?

View all 11

The section wizards 14

• VIDEO: How to write a report: The Introduction section
• VIDEO: How to write a report: A review section
• VIDEO: How to write a report: A recommendation section
• VIDEO: How to write a report: The Recommended Investment Strategy Section
• VIDEO: How to write a report: The Important Information section

View all 14

Specific step info 20

• 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

View all 20