Next Generation Technical Support

Financial Advisers

Order a Suitability Report

Suitability Reports can now be ordered, tracked and received on line .

How to order a Suitability Report

To order an on line report register as a member (no payment necessary). Existing members click here.

Once registered click on Order a Suitability Report in the menu bar. Then in Order a New Report download the appropriate fact find for completion. Once completed this can then be uploaded and submitted. Order History allows you to track the report to completion and to download the completed report. 

Suitability Reports can still be ordered in the traditional way, by downloading the appropriate fact find and emailing it to us once completed.

Become a member for as little as £25/month
  • Dedicated support phone line and direct access to our technical staff
  • 10% discount on all reports
Join today
Become a member for as little as £25/month