Compliance
The importance of suitability reports
Why a clear, personalised suitability report matters under COBS 9 and the Consumer Duty — educational notes, not a compliance guarantee.
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Why suitability reporting matters for your firm
Regulatory context under COBS 9 and the Consumer Duty, best-practice guidance, and worked examples for advisers and paraplanners.
Best practice
What makes a good Statement of Needs and Demands
How a concise, plain-English covering letter to an indexed suitability report improves consumer understanding and evidences suitability.
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Example of a high-quality Statement of Needs and Demands
An illustrative covering letter (names and figures fictional) — tone and structure, not a real client file.
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Suitability report software for small UK advice firms
What small IFAs need from report software — and a fair public-site comparison of the main options, including ProSuitability.
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How ProSuitability differs
How ProSuitability differs from ATEB, Genovo, Templi, AdvisoryAI, PPOL and ChatGPT — and where each alternative may suit your firm more.
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AI suitability report software vs ChatGPT
What UK advisers can use instead of pasting a fact-find into ChatGPT: a hardcoded constructor and an optional suggest-only companion.
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