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 2019 05/04/2020 Investment Example 2019 Adobe PDF
Download Mortgage & Protection Example 2019 05/04/2020 Mortgage & Protection Example 2019 Adobe PDF
Download Pension Benefit Comparison 2019 08/05/2020 Pension Benefit Comparison 2019 Adobe PDF
Download Pension Switch 2019 05/04/2020 Pension Switch 2019 Adobe PDF