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

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...

Absolutely! The FCA's main reservation regarding reports created from templates or by software is the potential lack of personalisation and the amount o...

A lot has been written over the years about suitability reports and the need to control their length. Both the FCA and FOS have also stressed on a number of...