Investment Suitability Reports

Disclaimer

Please note that Financial Ltd make every effort to ensure that the contents of the documents library are current and accurate but errors can still occur. It is the responsibility of the adviser signing off any report to check the content and ensure accuracy and relevance to the client's circumstances. Financial Ltd cannot be held responsible for any errors in client reports based on the use of our template or draft materials.

Suitability report - platform unit trusts

A sample report letter to be used for Platform Unit Trusts. The report must be personalised but there are colour-coded prompts to enable personalisation.

Document last updated August 2011

More info
£16.80

Suitability report - Unit trusts

A sample report letter to be used for Unit Trusts. The report must be personalised but there are colour-coded prompts to enable personalisation.

Document last updated August 2011

More info
£16.80

Suitability report - ISA/PEP transfer

A sample report letter to be used for ISA PEP Transfers. The report must be personalised but there are colour-coded prompts to enable personalisation.

Document last updated August 2011

More info
£16.80

Suitability report - ISA

A sample report letter to be used for ISAs. The report must be personalised but there are colour-coded prompts to enable personalisation.

Document last updated August 2011

More info
£16.80

Suitability report - Investment Bond

"A sample report letter to be used for Investment Bonds. The report must be personalised but there are colour-coded prompts to enable personalisation."

Document last updated August 2011

More info
£16.80

Suitability Report – Discretionary Fund Management

A sample report letter to be used for DFM. The report must be personalised but there are colour-coded prompts to enable personalisation.

Document last updated August 2011

More info
£16.80

Suitability Report – Structured Products

A sample report letter to be used for structured products. The report must be personalised but there are colour-coded prompts to enable personalisation.

Document last updated August 2011

More info
£16.80