The FCA are deliberately non-prescriptive about the exact structure and content of a suitability report, leaving it up to the adviser to achieve a standard ...

Very much so! The FCA's main reservation regarding reports created from templates or by software is the lack of personalisation and the amount of gener...

A lot continues to be written about suitability reports and the need to control their length, and make them more reader-friendly and engaging. Both the FCA ...

The FCA wouldn’t endorse ANY suitability report software or templates. As they say on their website: “..The FCA do not provide templates for you because eac...