FOR ADVISERS ONLY
Enhance your advice process
Responsible investment presents new opportunities for your business.
Consumers’ changing attitudes to how their money’s invested, tapping into the next generation of clients… there are many reasons to embed responsible investing into the way you work.
We can help you do this – quickly and simply.
Our step-by-step toolkit makes it easy to embed responsible investment into your existing advice process – so you’re set-up to unlock new opportunities.
Support for every step
Step 1: Understand your client’s investment needs and their attitude towards responsible investment.
Use our sample questions to start meaningful responsible investment conversations with your clients.- Get to know what type of investor your client is with our handy guide.
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Use our videos and sales aids, created in partnership with Square Mile, to carry out due diligence on responsible investment solutions.
Adapt your suitability report with our sample wording.- Prepare for your client conversations with our common questions leaflet.
Use our approach wording to initiate a client review.- Deliver your services more efficiently using our client review service.
Meet your clients’ needs with a solution that offers responsible investment as standard – at no extra cost.
Learn from our experts, so you can talk confidently about responsible investing to your clients.