Suitability reports

Presented by

Ben Heffer and Richard Hulbert

About this talk

Join us for a webinar focusing on suitability letters, the regulatory requirements and how they are enabled in Engage Core. In this webinar, we will cover: • the overall guidelines for suitability letters as required by the COBS rulebook • Defaqto’s approach to suitability letters • how this is enabled in Engage Core

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Defaqto is a leading financial information, ratings and fintech business, helping financial institutions, financial advisers and consumers make better informed decisions. In our webinars we cover wide range of topics, from market insights to product news.