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Suitability letter builder

Our suitability letter builders have been designed to give you a quick and easy way of compiling a suitability letter for your clients. They give you the chance to justify and reinforce the reasons for your advice and recommendations, document unmet and future needs and keep a record of the discussions held and the recommendations made/not made and why. You can select the products you would like to builder a suitability letter from the drop down box below:

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.