paraplanning online
A smarter suitability report solution for financial advisers

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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DownloadDateDocument TitleFile Type
Download Investment Example 2022 08/04/2022 Investment Example 2022 Adobe PDF
Download Mortgage and Protection Example 2022 08/04/2022 Mortgage and Protection Example 2022 Adobe PDF
Download Pension Benefit Example 2021 22/06/2021 Pension Benefit Example 2021 Adobe PDF
Download Pension Switch Example 2022 08/04/2022 Pension Switch Example 2022 Adobe PDF