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Give your clients peace of mind on any gifts they give their loved ones.

Gift Inter Vivos

Gift Inter Vivos suitability

The paragraphs below can be used to produce your suitability letter, although you should check with your own compliance department before using them. LV= has taken every care to ensure the accuracy of these paragraphs, although you’re responsible for ensuring they’re used to accurately reflect the advice and recommendations you've made to your clients.

Create a suitability letter

 

About our suitability letter builder

A good suitability letter is:

  • your opportunity to justify and reinforce the reasons for your advice and recommendations
  • an excellent opportunity to document unmet and future needs and the importance of ongoing review discussions
  • your record of the discussions held and the recommendations made/not made and why

It should be clear, fair and not misleading. It should be personal, explain the reasons why a recommendation has been made and how it meets the customers needs and objectives. It should highlight any risks involved.

We’ve produced a range of template paragraphs that are designed to describe generic features of each type of policy, as well as the specific benefits of our own products. You can use and adapt these paragraphs to help construct your own Suitability Letters.

LV= has taken care to ensure the accuracy of the information at the time of issue but does not accept liability resulting from your use of it.

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We may record and/or monitor calls for training and audit purposes.

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Need more cover?

Take a look through the other protection products we offer within our Flexible Protection Plan.

View our Flexible Protection Plan

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Trusts

View the trust options we offer and use our Trustbuilder to find the one most suited to your client's needs.

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Member benefits

Purchasing a product entitles your client to member benefits such as discounts on other products.

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Large case team

If your client's sum insured is over £1m we can offer dedicated support from start to finish.

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FOR UK FINANCIAL ADVISERS ONLY
LV=, County Gates, Bournemouth, BH1 2NF, UK