Suitability Reports powered by B-Compliant

Through its partnership with B-Compliant, AdviceObjects provides seamless access to a comprehensive suite of suitability reports and advice templates, helping advisers deliver consistent and compliant client outcomes.

This includes:

• Annual review letter template
• Target market and suitability guidelines, higher-risk advice (EIS / VCT)
• Investment appendices
• Investment switch to ISA or GIA
• Mortgage template
• New ISA or GIA
• New offshore bond
• New onshore bond
• New pension
• Pension appendices
• Pension drawdown
• Pension switch
• Protection letter
• Protection appendices
• Suitability report guidelines
• Target market and suitability guidelines, higher-risk advice (AIM / BPR)

All of these are designed to streamline the advice process while maintaining a high standard of compliance and clarity.

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