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Published

September 1, 2020

Financial Adviser Resources - adviser guide: client interview process

Published

September 1, 2020

Financial Adviser Resources - adviser guide: client interview process

More and more investors are wanting their money to be invested in line with their interests and values. At the same time, government bodies are laying down standards and requirements for advisers to engage their clients around responsible investing. So how do you talk to your client about the environmental and social themes that they care about? Asking the right questions is crucial to ensuring that you are delivering advice that meets their needs.

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Receive access to and be updated on the latest minimum standards and definitions in responsible investment to ensure you are meeting best practice.

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