Large firms could develop their own in-house solution for delivering compliant financial advice in ESG and Sustainable Finance, but this is going to come at a cost. Unless the expertise and knowledge already exists within a firm, it will need to be bought in via:

  • – Recruiting new staff
  • – Partnering with an external supplier

ESG Accord offers a highly cost effective outsource service for larger firms, certainly more cost effective than employing 2 or 3 experts to develop, monitor and constantly adapt an ESG/Sustainable advice strategy.

We can offer the following, either via an all-inclusive package, or via a ‘pick and mix’ approach. 

Access to our full Compliance Framework (see here), white labelled for your firm

Plus:

  • – CIP set up
  • – CIP review of sustainable funds
  • – Investment Committee meeting review
  • – External fund Due Diligence
  • – File checks
  • – Acquisition /Onboarding of new firms
  • – Outsourced technical support & expertise
  • – Mortgage framework (also relevant for Equity Release)
  • – Independent ESG & Sustainable Report/s – for example see here
  • – Adviser training support
  • – Admin staff training support
  • – Technical support dealing with adviser / client queries
  • – Market comparison and peer review
  • – Proposition development

For further information on the above and to arrange an initial consultation, contact us today.

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