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Creating a report

How do I write a suitability report covering the purchase of a commercial property via a SIPP or SSAS?
This article provides a step-by-step guide as to how you can quickly and easily write a suitability report confirming your recommendations for your clien...
Tue, 28 Jul, 2020 at 9:26 AM
How do I write an auto enrolment report using the Genovo suitability report app?
This article provides a step-by-step guide as to how you can quickly and easily write a suitability report to a corporate client confirming your recommendat...
Wed, 6 Mar, 2019 at 2:28 PM
How do I write a structured product suitability report?
Genovo has been designed to cover structured product advice in a couple of different ways and we wrote a blog about it that can be found by clicking here. 
Fri, 22 May, 2020 at 12:41 PM
How do I write a group protection report?
This article provides a step-by-step guide as to how you can quickly and easily write a suitability report to a corporate client detailing your recommendati...
Fri, 10 Jul, 2020 at 10:58 AM
How do I write a suitability report for a client with a pension sharing order?
Genovo has been designed to cover advice on pension sharing orders and we wrote a blog about it that can be found by clicking here. 
Mon, 21 Dec, 2020 at 11:15 AM