Maximising ESG/impact investment client satisfaction - addressing suitability issues and FCA Consumer Duty Regulations - UKSIF Good Money Week
Join us for UKSIF's Good Money Week event on the 4 October 2022 at 2pm, to discuss the trends towards ESG/impact investment which are placing suitability issues at the heart of professional advisor/client conversations as seen with the recent FCA Consumer Duty regulations. This means moving beyond current discussions with clients about their investment objectives, their financial circumstances and ability to bear risk, and moving towards a place where professional advisors are able to understand the clients values, motivations and goals.
This webinar is specifically designed for private client advisors, wealth management, private banking, financial advisors, tax and legal.
Are you equipped to talk to your clients about their values, motivations, ambitions and goals - capturing their ESG/impact investing preferences?
In this webinar we will discuss how professional advisors (private client advisors, wealth management, private banking, financial advisors, tax and legal) to (U)HNWI and families can open doors into new commercial opportunities, further developing their skills and competencies and enhance their business's responsible investment proposition and improve client engagement levels whilst enhancing your reputation. This webinar will also be, putting advisors in a better position to fulfil their clients’ needs as well as supporting the firms in implementing FCA Consumer Duty rules which will require firms to put their customers' needs at the heart of what they do; as well as preparing to meet potential EU MiFID II suitability regulation equivalency.
So sign up today and take your first step in your learning journey.