Defaqto launches new suitability report template
- Tuesday, 29 January 2019
- Articles
Defaqto has launched suitability report templates within its Financial Planning system, Engage Core.
Read more...Create ‘distinct’ suitability reports for insistent clients - FCA
- Tuesday, 01 August 2017
- Articles
The FCA has suggested advisers create separate suitability reports for insistent clients.
Read more...New suitability report guidance released after talks with FCA
- Tuesday, 13 December 2016
- Articles
The FCA has been urged to do more to encourage advisers to cut down lengthy suitability reports.
Read more...PFS and APFA meet FCA over ineffective suitability reports
- Friday, 26 August 2016
- Articles
The Personal Finance Society has met with the FCA, FOS and APFA to discuss “ineffective and overcomplicated” suitability reports.
Read more...