Once you’ve used the system you will probably be able to answer this yourself.
It is quicker and minimises the risk of error. The creation process can be delegated to sales support or para-planners, freeing up valuable adviser time. The document is created by following a systematic, step-by-step, creation wizard. There is no paragraph selection or cutting and pasting. The content is comprehensive and the document actually looks like a letter, not a collection of paragraphs. It is easy to read and allows for the entry of free text for personalisation.
The document is created in Microsoft Word, so you can still personalise the document further if required.
Here are some other good reasons:
- Designed by compliance specialists and are based on 10 years regulator feedback.
- Utilises cutting edge intelligent international software to create unique letters every time.
- Generated letters are not technical, generic reports or short weak letters which really only confirm the “what”. Our system generates the “why”.
- As well as offering you plenty of opportunities to give positive reasons for the recommendation the templates also prompt you to input ‘disadvantages’, an area often overlooked.
- Generic information is kept to a minimum.
- Because firms’ systems and styles differ the letters are designed to work alongside other documents and reports such a fund analyses or generic reports.
- These templates have been designed with the FSA theme of “Treating Customers Fairly” in mind. They are very specific and headings allow key areas to be the picked out. Short paragraphs and bullets are used where possible for ease of understanding.
- ATEB has used its compliance experience to focus on key questions.