The Accord Initiative is a suite of compliance, education, CPD and Regulatory analysis services, all delivered via our free to access website.
The site incorporates everything financial advisers need to build ESG and Sustainability into their advice process and is 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, enabling advisers to give compliant advice in a way that delivers good client outcomes whilst meeting Consumer Duty, PROD, COBS and the Sustainable Disclosure Requirements (SDR) and sustainable investment labels.
We believe that this site provides a KEY ROLE within the Financial services industry in the transition to a more sustainable world; pressure is rising to be more purposeful and responsible in supporting the Government commitments to net zero.
We fully recognise that not all clients want to build ESG/Sustainability into their financial planning, but for those who do, our tools give financial advisers everything they require to meet the needs of these clients and deliver good outcomes.
While not all clients may be interested in incorporating ESG/sustainability into their financial plans, the tools provided by the Accord Initiative are for all clients and all funds. This enables financial advisers to meet the needs of all clients to ultimately deliver positive outcomes across the spectrum of capital.
Access the Accord Initiative web site here