The Financial Conduct Authority’s (FCA) plan to include portfolio management in the remit of the Sustainable Disclosure Requirements (SDR) has been described as a “crucial” step for inclusion and the protection of retail investors.
Join us for an informative session worth one hour of CPD
Distributors also must provide access to consumer-facing disclosures
Aligned with the FCA's Sustainability Disclosure Requirements
‘Advisers are held back by the quality of their data and their inability to fix it’
This week’s poll also looks at auto-enrolment and client interest in ESG
‘We are in a period of deconsolidation and it will all unwind’
Assets under influence grew 20% year-on-year to £2.07bn
Meeting regulatory standards and maximising good client outcomes
The firm was voluntarily wound up by its director at the end of 2020