The following guide provides detailed instructions on how to complete a suitability report. It outlines the necessary steps and considerations to ensure that the report is finalised accurately and effectively. By following this guide, you will be able to confidently finalise your suitability report and present it to your clients.
In order to finalise a suitability report click the 'Finalise' button located at the bottom of the report.
All tokens will need to be accepted in order for the finalise button to appear, you can check how many tokens are left to complete by checking the orange box located at the top right hand side of the page.
Once finalised the report will appear in the case document store.
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