Lets face it life is busy enough, and sometimes you want to just jump right in and see the end results without spending any real time learning what you need to do to get there!
Hence why your Genovo account comes pre-loaded with the following report templates that you can use:
1) As the basis for creating a new report, but also;
2) As example reports so you can see the kind of information you'll need to add when you come to write your own reports and how a completed report may look when it's downloaded to Word.
|Template Name||Report Type|
|Genovo Example: Continued Suitability||Suitability Report|
|Genovo Example: DB Pension Transfer||Suitability Report|
|Genovo Example: Equity release recommendation||Suitability Report|
|Genovo Example: Fund Switch||Fund Switch Report|
|Genovo Example: ISA top-up||Top-up / Bed & ISA Report|
|Genovo Example: Mortgage & Protection||Suitability Report|
|Genovo Example: Pension Switching||Suitability Report|
|Genovo Example: Reinvestment||Suitability Report|
|Genovo Example: Review Report||Review Report 2.0|
You can download a Genovo template and view its content in Word by clicking the download report template to Word icon. To edit the content of a Genovo template, you will, in the first instance, need to create your own copy of the template by cloning the Genovo version. Having created your own version of the template, you can then view, edit and downloaded it by clicking on the corresponding report template builder link.
You will then be directed to the Report Template Builder which may look something like this.