Example Suitability Reports
Our suitability reports are professionally presented, and structured in such a manner that they are easy for your clients to understand. They have a logical and consistent layout. The Introduction section “sets the scene”, followed by the actual recommendation section(s), with any supporting technical information (which is specific to the recommendations being made) contained within the Appendix.
Included below is a selection of some of the typical suitability reports that can be created using the Paraplanning Online suitability report builder.
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| Download | Date | Document Title | File Type |
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08/04/2022
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Investment Example 2022
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Adobe PDF
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08/04/2022
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Mortgage and Protection Example 2022
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Adobe PDF
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22/06/2021
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Pension Benefit Example 2021
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Adobe PDF
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08/04/2022
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Pension Switch Example 2022
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Adobe PDF
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