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Suitability Reports powered by B-Complaint

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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