We wouldn't recommend it as this could make the report seem impersonal. It is unlikely to win you many friends with compliance and will most likely put you at odds with the regulator!


The regulator's guidance regarding the use of templates and software is quite clear.

"....Although they can be useful and time-saving, the report must still be personalised to reflect the client's circumstances, needs and objectives; and the reasons for the recommendation(s) must genuinely link back to these needs and objectives and not merely come from a list of stock answers which often remain unchanged...."


Although you will invariably select a number of standard advice reasons in every report, you should always include some custom reasons that highlight the specific benefit to the client and create a direct link to their individual circumstances and objectives. With Genovo, this is quickly and easily achieved by editing an existing advice reason or adding a brand new custom advice reason.