Suitability reports can be a bit marmite; but there’s no denying the importance of them in communicating your advice to the client and the better your templates are for this, the quicker the reports are to create and the clearer your advice can be articulated. Which is just a great big tick from the compliance side!
Having written reports for the last couple of decades, we’re pretty au fait with how to build templates that are functional, compliant, balance the technical detailed needed with the language a client can follow, and, beautiful to look at.
You can select just a couple of templates, or a full suite of them. You can also choose whether to have them in Word format or hardcoded into your intelliflo system. We will build the templates to suit your house style, your way of working and your compliance requirements.
The process is simple...
Have a chat with the team so we can understand your current process and options as well as your key areas of advice. We can then help you decide on which templates are needed to be most efficient in your business.
You then share your brand guidelines with us (hint: if you don’t have any already, we have a brand service to help you with that….) and our technical team will get to work, checking in that you’re happy with each template before moving on to the rest.
We can also provide regular updates to keep on top of pesky budget and regulatory changes!
Our brochure explains the full process in more detail, so download it to learn more or simply click to book in and have a chat with the friendly team.
