Suitability Reports

Disclaimer

Please note that Financial Ltd make every effort to ensure that the contents of the documents library are current and accurate but errors can still occur. It is the responsibility of the adviser signing off any report to check the content and ensure accuracy and relevance to the client's circumstances. Financial Ltd cannot be held responsible for any errors in client reports based on the use of our template or draft materials.

Suitability report - shareholder and partnership protection

A sample report letter to be used for Shareholder & Partnership Protection. The report must be personalised but there are colour-coded prompts to enable personalisation.

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£16.80

Suitability report - protection

A sample report letter to be used for Protection. The report must be personalised but there are colour-coded prompts to enable personalisation

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£16.80

Suitability report - PHI

A sample report letter to be used for Permanent Health Insurance (PHI). The report must be personalised but there are colour-coded prompts to enable personalisation.

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£16.80

Suitability report - mortgage protection

A sample report letter to be used for Mortgage Protection. The report must be personalised but there are colour-coded prompts to enable personalisation.

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£16.80

Suitability report - key man cover

A sample report letter to be used for Keyman Protection. The report must be personalised but there are colour-coded prompts to enable personalisation.

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£16.80

Demands and needs - ASU

Sample template for a demands and needs confirmation for an accident sickness and unemployment plan.

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£15.00

Demands and needs - buildings and contents insurance

 A sample demands and needs confirmation letter for a buildings and contents plan.

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£15.00

Suitability report - stakeholder pension

A sample report letter to be used for Stakeholder Pension. The report must be personalised but there are colour-coded prompts to enable personalisation.

Document last updated August 2011

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£16.80

Suitability report - SIPP

A sample report letter to be used for SIPP's. The report must be personalised but there are colour-coded prompts to enable personalisation.

Document last updated August 2011

More info
£16.80

Suitability report - pension switch

A sample report letter to be used for PPP switches. The report must be personalised but there are colour-coded prompts to enable personalisation.

More info
£16.80

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