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Suitability Reports: What’s really needed?

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“What do I need to include in my suitability report?”

Advisers often end up with lengthy, over-technical reports that can get confusing and overwhelming for clients, specifically for those with low knowledge and experience. This is often due to the fear of needing to include everything that deems a file compliant within the whole suitability report, but what is key here is the need to be in a report, vs the need to be in the file.

This guide should be read in conjunction with our World Class Files guide. Whilst we are willing to be radical and tell you the very limited amount to be in your report, it is ONLY permissible on the basis the other information appears clearly on file.

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