On this page you will find suitability paragraphs and information to assist you with recommending our products to clients. The information is designed to be used in conjunction with personalised quotes to justify your advice, document future needs, and keep a clear record of discussions and recommendations.
We’ve taken care to ensure the accuracy of this information, but we do not accept liability for its use.
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Suitability letter builder
About our suitability letter builder
A good suitability letter is:
- Your opportunity to justify and reinforce the reasons for your advice and recommendations.
- An excellent opportunity to document unmet and future needs - and the importance of on-going review discussions.
- Your record of the discussions held and the recommendations made / not made and why.
- The letter should be clear, fair and not misleading. It should be personal, explain the reasons why a recommendation has been made, and how it meets the customer's’ needs and objectives. It should also highlight any risks involved.
We've taken care to ensure the accuracy of the information at the time of issue, but we do not accept liability resulting from your use of it.