Suitability Report definition

Suitability Report means the report which a firm must provide to its client under COBS 9.4 which, amongst other things, explains why the firm has concluded that a recommended transaction is suitable for the client;
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Suitability Report means the report which a firm must provide to its customer under COBS 9.4 which, amongst other things, explains why the firm has concluded that a recommended transaction is suitable for the customer;
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Suitability Report means a police report or health assessment report prepared under this Part or under provisions of a corresponding law, and includes a copy of a report or a part of a report or copy.
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Examples of Suitability Report in a sentence

  • The cost of preparing a Pension Transfer Suitability Report is £3,000.


More Definitions of Suitability Report

Suitability Report means the written report we shall provide you that includes our personal recommendation on a course of action and explains why this meets your objectives and why it is your best interests
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Suitability Report means the document or letter prepared by Active Wealth purporting to set out its advice to a customer;
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Suitability Report means the letter provided to a customer giving the reasons why the Partnership/LAB had concluded that the recommended transaction was suitable for that customer.
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Suitability Report means the letter provided to a customer giving the reasons why the Partnership/LAB had concluded that the recommended transaction was suitable for that customer.
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Related to Suitability Report

  • Feasibility Report means a detailed written report of the results of a comprehensive study on the economic feasibility of placing the Property or a portion thereof into Commercial Production and shall include a reasonable assessment of the mineral ore reserves and their amenability to metallurgical treatment, a description of the work, equipment and supplies required to bring the Property or a portion thereof into Commercial Production and the estimated cost thereof, a description of the mining methods to be employed and a financial appraisal of the proposed operations supported by an explanation of the data used therein;

  • GLJ Report means the independent engineering reserves evaluation of certain oil, NGL and natural gas interests of the Company prepared by GLJ dated February 12, 2021 and effective December 31, 2020.

  • Condition Report means a condition report with respect to a Group III Vehicle, signed and dated by a Lessee or a Franchisee and any Manufacturer or its agent in accordance with the applicable Vehicle Disposition Program.

  • MI Report means a report containing Management Information submitted to the Authority in accordance with Framework Schedule 8 (Management Information);

  • Survey Report means a report of the results of a Survey, containing the information set out in clause 12.4 and Schedule 6.

  • Inspection Report means the report delivered by the Master Servicer or the Special Servicer, as the case may be, substantially in the form of Exhibit L hereto.

  • Evaluation Report means a report on the evaluation of tenders prepared under CSO 12

  • Preliminary Report means the communication used for the prompt dissemination of data obtained during the early stages of the investigation;

  • Exception Report As defined in the Custodial Agreement.

  • Rapidly report means within 72 hours of discovery of any cyber incident.

  • Project Report means a summary statement of the likely environmental effects of a proposed development referred to in section 58;

  • Title Report has the meaning set forth in Section 5.4(b).

  • Phase I Environmental Report means a report by an Independent Person who regularly conducts environmental site assessments in accordance with then current standards imposed by institutional commercial mortgage lenders and who has a reasonable amount of experience conducting such assessments.

  • Pick Up Report means the report detailing the number of sleeping rooms per day actually used out of the Program’s room block.

  • Final Report means the report described in Clause 10.7;