My Earnings Insurance - Suitability Letter

This tool is designed to support you in producing a clear, fair and not misleading Suitability Letter.

The letter should be specific to your client; explaining your recommendations, the reasons behind your recommendations and how they relate to your clients objectives. Any risks should be clearly highlighted at this stage.

To help you create the letter we have composed some base paragraphs for your use covering key aspects of My Earnings Insurance. To insert the required paragraph, select the heading from the drop-down list and click ‘Add’. The paragraph will transfer to the text box where you may edit it as appropriate for your client. This may then be copied and pasted into your own document.

PLEASE NOTE:

Cirencester Friendly Society Limited cannot accept responsibility for the Suitability Letter you create. You are responsible for meeting any regulatory requirements and creating a letter that is suitable for your client.