Existing Business Suitability — Annetts & Orchard

Saved drafts

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Drafts are deleted automatically 90 days after they were last saved. Only the letter is saved — not the form, emails or uploaded documents.

Client name(s)

Provider / platform

Plan / policy number — also used as "Our ref" on the letter

Letter signed by

Client address (optional — printed top-left of the letter; leave blank to omit)

Transaction type

Withdrawal Top-up / additional contribution

Withdrawal type — always needs a suitability report (COBS 9.4.1R)

Amount

Frequency (if applicable)

Reason / rationale given by client

Use of withdrawn funds

Tax / allowance considerations (optional — MPAA, annual allowance, ISA allowance, CGT, income tax band…)

Attitude to risk & capacity for loss reviewed and unchanged?

Yes — unchanged No — has changed

Circumstances & objectives reviewed and unchanged?

Yes — unchanged No — has changed

Additional adviser notes (optional)

Client email — paste the text, or upload a .eml/.txt file below

Call transcript — paste text only; this tool doesn't process audio recordings

Supporting documents (illustration, latest valuation, prior report — PDF or Word)