Paraplanning Suitability Report Writing Guide
Publication date:
08 May 2024
Last updated:
08 May 2024
This guide offers paraplanners best practice guidance around what to include in a suitability report so that a client can make an informed decision.
What's the purpose of a suitability report?
To show how recommendations meet your client's objectives. This means the client needs to:
- Actually read the report
- Understand it, so they can make an informed decision
- Trust us and our ability to do the right thing for them.
Find out more in the full guide here, or click the image below.
