The Product Recommendation Letter is a crucial document used in the Irish market to formalize and document product recommendations to clients. It serves multiple purposes: ensuring compliance with Irish regulatory requirements, particularly the Consumer Protection Code 2012 and MiFID II regulations where applicable; providing clear documentation of the recommendation process; and protecting both advisors and clients through proper disclosure. The letter is typically used when making significant product recommendations, especially in regulated industries, and must include detailed analysis of the client's needs, specific product recommendations, risk assessments, and cost structures. This document is particularly important in the Irish context where financial services regulations require clear documentation of the recommendation process and rationale.
Your data doesn't train Genie's AI
You keep IP ownership of your information
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
OR
Let Genie AI's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.
Upload your Doc
1. Letter Header: Including date, recipient details, and advisor/firm details
2. Client Information: Summary of client's current situation, needs, and objectives as understood
3. Purpose Statement: Clear statement of the letter's purpose and scope of the recommendation
4. Product Recommendation: Specific product recommendation(s) with clear rationale
5. Key Features: Main features and benefits of the recommended product
6. Risk Disclosure: Clear explanation of associated risks and limitations
7. Cost Structure: Breakdown of all costs, fees, and charges associated with the product
8. Regulatory Disclosures: Required regulatory statements and disclaimers
9. Next Steps: Clear action points and implementation process
10. Signature Block: Advisor's signature, qualifications, and regulatory status
1. Comparative Analysis: Comparison with alternative products - include when multiple products were considered
2. Tax Considerations: Include when the product has significant tax implications
3. Investment Strategy: Required for investment products to explain the underlying investment approach
4. Performance Scenarios: Include for financial products to show potential outcomes under different market conditions
5. Cooling-off Period: Include for products with statutory cooling-off rights
6. Conflicts of Interest: Required when there are potential conflicts to disclose
1. Product Details Sheet: Detailed technical specifications and features of the recommended product
2. Risk Profile Assessment: Summary of client's risk assessment results if applicable
3. Cost Breakdown Schedule: Detailed breakdown of all fees, charges, and commissions
4. Historical Performance Data: Past performance information where relevant and permitted
5. Terms and Conditions: Product provider's standard terms and conditions
6. Supporting Documentation: Any relevant brochures, fact sheets, or marketing materials referenced in the letter
Relevant legal definitions
Advisor
Product
Recommendation
Client
Risk Profile
Investment Horizon
Target Market
Material Information
Regulated Activity
Financial Instrument
Associated Risks
Cooling-off Period
Fee Structure
Product Provider
Regulatory Requirements
Suitability Assessment
Investment Objectives
Risk Tolerance
Financial Capacity
Professional Client
Retail Client
Complex Product
Non-Complex Product
Key Information Document
Professional Indemnity Insurance
Conflicts of Interest
Due Diligence
Best Interests
Market Value
Transaction Costs
Product
Recommendation
Client
Risk Profile
Investment Horizon
Target Market
Material Information
Regulated Activity
Financial Instrument
Associated Risks
Cooling-off Period
Fee Structure
Product Provider
Regulatory Requirements
Suitability Assessment
Investment Objectives
Risk Tolerance
Financial Capacity
Professional Client
Retail Client
Complex Product
Non-Complex Product
Key Information Document
Professional Indemnity Insurance
Conflicts of Interest
Due Diligence
Best Interests
Market Value
Transaction Costs
Clauses
Scope of Recommendation
Regulatory Disclosure
Risk Warning
Product Description
Suitability Assessment
Fee Disclosure
Conflict of Interest
Data Protection
Disclaimer
Professional Qualification
Best Interest Declaration
Product Provider Information
Investment Objectives
Risk Profile
Performance Scenarios
Cost Structure
Tax Implications
Regulatory Status
Client Acknowledgment
Implementation Process
Cooling-off Rights
Complaints Procedure
Record Keeping
Professional Indemnity
Third Party Relationships
Regulatory Disclosure
Risk Warning
Product Description
Suitability Assessment
Fee Disclosure
Conflict of Interest
Data Protection
Disclaimer
Professional Qualification
Best Interest Declaration
Product Provider Information
Investment Objectives
Risk Profile
Performance Scenarios
Cost Structure
Tax Implications
Regulatory Status
Client Acknowledgment
Implementation Process
Cooling-off Rights
Complaints Procedure
Record Keeping
Professional Indemnity
Third Party Relationships
Relevant Industries
Financial Services
Retail Banking
Insurance
Investment Management
Wealth Management
Consumer Goods
Professional Services
Technology Products
Healthcare Products
Industrial Products
Relevant Teams
Sales
Financial Advisory
Wealth Management
Product Development
Compliance
Risk Management
Client Services
Investment Analysis
Business Development
Legal
Operations
Relevant Roles
Financial Advisor
Investment Consultant
Product Specialist
Wealth Manager
Insurance Broker
Relationship Manager
Sales Director
Product Manager
Compliance Officer
Risk Manager
Senior Financial Planner
Investment Analyst
Portfolio Manager
Business Development Manager
Client Services Manager
Find the exact document you need
Rental Reference Letter From Friend
An Irish-compliant personal reference letter from a friend supporting a rental application, providing character testimony for a potential tenant.
find out more
Professor Recommendation Letter
An Irish-compliant formal recommendation letter from a professor evaluating a student's academic achievements and potential, following Irish educational and data protection standards.
find out more
Letter Of Recommendation From Employer For Masters Degree
An Irish-compliant employer recommendation letter supporting an employee's Master's degree application, providing professional assessment and endorsement.
find out more
Good Moral Character Letter For Immigration
A formal character reference letter used in Irish immigration proceedings to attest to an individual's moral character and integrity for various immigration applications.
find out more
Formal Letter Of Recommendation
An Irish-compliant formal recommendation letter providing professional endorsement of an individual's qualities and capabilities, subject to Irish law and GDPR requirements.
find out more
Character Reference Letter For My Brother For Court
A formal character reference letter compliant with Irish court requirements, written by a sibling to support their brother's legal proceedings.
find out more
Character Reference Letter For Landlord From Friend
An Irish-compliant character reference letter written by a friend to support a potential tenant's rental application, providing personal testimony about their suitability as a renter.
find out more
Two Reference Letter
Two professional reference letters compliant with Irish law, providing formal testimonials of an individual's work experience and capabilities.
find out more
Family Character Reference Letter
An Irish legal document providing character testimony for an individual in family-related matters, commonly used in court proceedings and official applications.
find out more
Employer Reference Letter For Landlord
An Irish-compliant employer-issued letter confirming employment details and salary information to support an employee's rental application.
find out more
Thank You For Referral Letter
An Irish law-compliant business letter expressing gratitude for a professional referral, acknowledging the referral and maintaining business relationships.
find out more
Recommendation Letter For A Phd Student
An Irish-compliant formal academic reference letter providing expert evaluation of a PhD student's capabilities and achievements, following GDPR requirements.
find out more
Doctor Reference Letter
An Irish-compliant medical reference document issued by registered doctors, providing professional assessment and health information while adhering to Irish medical and data protection regulations.
find out more
Adoption Reference Letter For Sister
An Irish-compliant reference letter from a sister supporting a prospective adoptive parent's application, meeting Adoption Authority of Ireland requirements.
find out more
Professional Letter Of Recommendation
An Irish-law compliant formal recommendation letter providing professional evaluation of an individual's capabilities and achievements, adhering to GDPR and employment legislation requirements.
find out more
Family Medicine Structured Reference Letter
A standardized medical reference letter format used in Irish healthcare settings for professional communication about patient care, compliant with Irish medical regulations and data protection laws.
find out more
Landlord Recommendation Letter
An Irish-compliant formal reference letter from a current/previous landlord detailing a tenant's rental history and character for prospective landlords.
find out more
Reference Letter
An Irish-law compliant formal document providing professional evaluation of an individual's capabilities, experience, and character, subject to Irish data protection and employment regulations.
find out more
Recommendation Letter From Boss
A formal professional recommendation letter from a superior to endorse a current or former employee's capabilities and experience, compliant with Irish employment laws and business practices.
find out more
Neighbour Reference Letter
An Irish jurisdiction document providing formal testimony about an individual's character and conduct as a neighbor, typically used for rental or immigration purposes.
find out more
Reference Letter From Employer For University Admission
An employer-issued reference letter for university admission in Ireland, providing professional assessment of an employee's capabilities and potential for academic success.
find out more
Application For Letter Of Recommendation
A GDPR-compliant formal request document used in Ireland for seeking professional or academic recommendations, including relevant personal information and submission guidelines.
find out more
Standard Reference Letter
An Irish-compliant formal employment reference document providing verified information about an employee's work history and professional conduct.
find out more
Letter Of Recommendation For Housing
A formal document used in Ireland to support housing applications by providing character references and tenant suitability information, in compliance with Irish housing laws.
find out more
Letter Of Recommendation For Masters Program
A formal academic reference document under Irish jurisdiction supporting a candidate's application to a master's program, providing professional assessment of their qualifications and potential.
find out more
Good Referral Letter
A formal recommendation document under Irish law used to endorse an individual or business for professional opportunities, incorporating necessary legal compliance and data protection measures.
find out more
Academic Reference Letter From Professor
An Irish-compliant academic reference letter from a professor, providing professional evaluation of a student's academic performance and capabilities.
find out more
Community Service Recommendation Letter
An Irish legal document recommending an individual's suitability for community service as an alternative sentencing option within the Irish justice system.
find out more
Character Witness Letter
A formal written testimony regarding an individual's character and personal qualities, compliant with Irish legal requirements and admissible in court proceedings.
find out more
Nursing Letter Of Recommendation
An Irish-compliant professional recommendation letter that validates a nurse's qualifications, experience, and competencies for employment or academic purposes.
find out more
Letter Of Proposal
A formal business proposal document under Irish law that outlines specific solutions, products, or services to potential clients or partners.
find out more
Immigration Letter
A formal support document used in Irish immigration procedures, complying with Irish immigration law and ISD requirements, to facilitate various types of immigration applications and visa requests.
find out more
Thank You Letter For Reference After Acceptance
An Irish business document expressing gratitude to a reference provider following successful job acceptance, maintaining professional relationships and Irish business etiquette.
find out more
Reference Letter From Lecturer
An Irish-law governed academic reference letter providing professional evaluation of a student's performance and character, issued by a lecturer.
find out more
Personal Letter Of Recommendation For A Family Member
An Irish-law compliant formal letter written by a family member vouching for another family member's character, capabilities, and achievements for various official purposes.
find out more
Letter Of Integrity And Moral Character
An Irish law-compliant formal character reference document attesting to an individual's moral integrity and ethical conduct, suitable for professional, academic, or legal purposes.
find out more
Letter Of Recommendation For Job Application
An Irish-law compliant formal recommendation letter supporting a job application, providing professional endorsement of a candidate's skills and qualifications.
find out more
Letter Of Recommendation For Higher Studies
An Irish-compliant formal recommendation letter supporting a student's application for advanced education, providing professional evaluation while adhering to Irish educational and data protection standards.
find out more
Letter Of Recommendation For Assistant Professor
A formal academic reference document used in Irish institutions for Assistant Professor positions, complying with Irish employment law and EU regulations.
find out more
Letter Of Recommendation After Internship
An Irish-compliant formal recommendation letter documenting an intern's performance, skills, and achievements following their internship completion.
find out more
Genie’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; Genie’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it
.png)
.png)