There isn’t any boilerplate text relating to the FSCS in the standard Genovo template, and to be perfectly honest we’re not aware of any FCA requirement to include this information in a suitability report. In fact, we believe this is the kind of information that the FCA are actively trying to discourage as it is typically referenced elsewhere (e.g KFD), and therefore only serves to bulk out the report.
However, there is clearly no right or wrong, and we would recommend that you check with your own compliance department as to whether you really do need to be including this in your reports. If they are adamant it should be included, then because Genovo is so customisable, it is easy enough for you to add any necessary text to your report template and this is how I’d suggest you do it.
How to customise the report template
So let’s get started…
1. From your dashboard go to customisation > report content manager.
2. Select the Report Type from the first drop down menu. In this example, I’ve selected the Suitability Report.
3. Select the Important Information section from the second drop down menu.
4. Click the corresponding edit icon for the snippet entitled Title & Opening.
You’ll then be directed to the Snippet Detail page.
5. Click create custom snippet. This will create a clone of the Genovo snippet, and direct you to the Snippet Editor where you can now customise the content. See my example below.
You’ll notice I’ve chosen to include the text immediately after the Important Information heading as I know that this will come out in all of my reports. But you can choose an alternative placeholder snippet if you prefer.
Remember, when pasting text into the Genovo HTML Editor we strongly recommend that you use the paste as plain text control button within the toolbar of the HTML Editor. For more information on this click here.
6. Once you’ve included the relevant text, click save.
You’ll be taken back to the Snippet Detail page and your custom version will be automatically selected as active.
N.B. You’ll need to replicate this process for the other report types and you’ll see the final result once you download a report to Word.