Help with LISA suitability report checklist

Hi everyone! 

I am about to write my first LISA report, unfortunately, the compliance company we use do not have yet a LISA report checklist/ appendix or even guidance.... as you can imagine I was not  impressed. 

Does anyone have one they can share? I just want to make sure I am not missing anything. 

Cheers!!! 

Elsa 

Comments

Sign In or Register to comment.