Create high quality reports with Bankhall’s Suitability Letter Generator
The Suitability Letter Generator (SLG) is a report generator that enables advisers to create high quality, client-specific client reports spanning the areas of pensions, investments, protection and mortgages.
In addition, we have recently updated the system to include paragraphs relating to adviser and consultancy charging and also incorporated a periodic investment review template to assist firms who are providing ongoing investment services to clients.
A bespoke report is generated, based on the selection of a number of variable options, as applicable to the client and the advice given. The report is generated in Microsoft Word and the document can then be edited, formatted and finalised by the user. The content of the SLG is reviewed and updated regularly by our highly qualified Technical Team, in response to legislative and regulatory changes.