Super-safe suitability reports: How to get it right

Top tips for completing super-safe suitability reports

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Completing an FCA-friendly suitability report is an important task, and actually a pretty straightforward one if you follow these guidelines...

There are many myths around suitability reports and what things should and shouldn't be included in them. At the Institute of Financial Planning's recent annual paraplanner conference, Rory Perc...

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