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Suitability Reports: The Next Chapter

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20 years after suitability reports were first introduced and 15 years after they were assessed for benefit and impact, do we have any better handle on them?

From speaking to firms and seeing the demand for both our paraplanning service and our template creation service, the answer appears to be a resounding no.

There is still a huge amount of confusion and contradiction on what is and isn’t a requirement in suitability letters and reports, and this is exactly what this guide is for.

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Suitability Reports Whitepaper