Our open-access industry hub – supported by industry partners for the advice community – has free tools, workflows and templates that work across all investment pathways – conventional, ESG, sustainable and values-based. The Accord Initiative web site includes:
- A suitability toolkit
- A multi-pathway preference & objectives template
- Client-ready wording and adviser workflows
- CPD resources, videos and practical guidance
The aim is to support sector-wide consistency and reduce adviser uncertainty.
Access the Accord Initiative web site here