14 Jul ESG Accord launch the Accord Initiative Helping advisers meet the challenges of Consumer Duty
ESG Accord launch the Accord Initiative
Helping advisers meet the challenges of Consumer Duty
The Accord Initiative is a suite of compliance, education, CPD and Regulatory analysis services, all delivered to advisers via a free to access website.
The site incorporates everything financial advisers and their compliance support firms need to build ESG and Sustainability into their advice process and has been designed to give advisers the confidence to deliver enhanced client outcomes.
The underlying theme is increasing knowledge of ESG and Sustainability (as part of the full spectrum of capital) amongst financial advisers, compliance consultants and paraplanners. This enables compliant advice in a way that delivers good client outcomes whilst meeting Consumer Duty, PROD, COBS and the forthcoming Sustainable Disclosure Requirements (SDR) and investment labels.
“For all advised clients to be in the position to make informed choices across the spectrum of capital the whole distribution chain has to be included”
You can visit the site at: www.accordinitiative.com
The reason ESG Accord can offer access to the Accord Initiative for free is due to the generous support from many of the leading investment houses, and other financial services related organisations in the UK.
Accord Initiative Partners include; Aegon Asset Management, Aviva, Brooks Macdonald, Canaccord Genuity Wealth Management, Ethical Screening, EV, Fidelity, GBI IFA Magazine, Global Returns Project, Janus Henderson, London Institute of Banking and Finance, M&G, Novia, Omnevue, Par Equity, Rathbones, RBC Brewin Dolphin, Stellar Asset Management, WHEB.
MPS & Tax Efficient Database Sponsors include:
MPS: Analyser by The Lang Cat, Aviva, Brooks Macdonald, Canaccord Genuity Wealth Management, EQ, LGT Wealth Management UK, Rathbone Greenbank, RBC Brewin Dolphin, Sarasin & Partners, Tribe Impact Capital
TEV: Blackfinch Investments, BritBots, Calculus Capital, Committed Capital, Haatch Ventures, Regenerate Ventures, Sapphire Capital Partners, Stellar Asset Management, Vala Capital, Growth Invest
Lee Coates OBE, Director of ESG Accord said:
“With Consumer Duty and new anti-greenwashing regulations now looming on the horizon, and with fund labels to follow, there is an urgency for both advisers and fund managers to prepare for the changes that are coming.”
Elly Dowding, Director of ESG Accord said:
“Financial services play a key role in the transition to a more sustainable world, which is why we are committed to supporting advisers help their clients make informed choices for investment preferences across the spectrum of capital part of every advised client’s financial advice journey. We aim to ensure the Accord Initiative delivers best practice compliance and advice solutions to support financial advisers, their clients and broader market participants”.
ESG Accord
ESG Accord is a technical compliance firm specialising in investment preferences and objectives spanning across the full spectrum of capital.
ESG Accord offers a range of services:
– Suitability compliance framework for the financial advice market. Critically from a regulatory perspective, the framework is for all clients and all funds
– Consultancy services for advice firms, networks and find managers etc
– Training and proposition development for fund groups, DFMs and tax efficient vehicle providers
– Deep-dive independent industry reports for Climate, ESG & Sustainability across MPS and Tax Efficient Vehicles. A Multi-Asset industry report is currently being developed
Quick links:
Executive Summary:
https://sway.office.com/hMeIXDxIRB4XuWTI?ref=Link&loc=play
Summary of our suitability framework:
https://www.youtube.com/watch?v=NbDRuJF9_8g
Further information:
For further information please contact Elly Dowding at elly@esgaccord.co.uk