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Our heart is in compliance. We have built an innovative full spectrum of capital compliance framework for all clients, all advisers and all investment funds. This includes ESG and Sustainable Finance options.

So why ESG Accord?

Financial firms have seen many changes over recent years, including MIFID II, GDPR rules, Consumer Duty etc, all of which have impacted on compliance procedures and processes. 

ESG Accord is a technical compliance firm specialising in ESG and sustainability. We can help financial advisers, compliance firms, paraplanner firms, Fund Managers and DFMs meet their obligations from the Consumer Duty and SDR regulations. We are not generalists, we are specialists. Our area of expertise is, we believe second to none, and covers all things ESG, Sustainability and values-based investment.

We offer a range of services;

* Suitability framework for the financial advice market. The process is for all clients and all funds across the full investment spectrum of capital

* Consultancy services for Advice Firms, Networks etc

* Deep-dive independent industry reports/databases for Climate, ESG & Sustainability covering MPS and Tax Efficient Vehicles. MultiAsset to follow Q4 2023. The reports are sponsored by a broad range of providers

* Consultancy services, training & proposition development for Fund Groups, DFMs, Tax Efficient Vehicle Providers

On 4th July 2023 ESG Accord launched the Accord Initiative. This is an industry partnered project to make our compliance framework free to access for all UK financial advisers. As well as providing the industry with the compliance framework to deliver advice across the full spectrum of capital, the website also includes;  Find a Sustainable Adviser (publicly accessible), Find a Sustainable Compliance support firm, Find a Sustainable Paraplanning support firm, Consumer Duty and SDR training, CPD and education, Regulatory analysis and assistance section, Mergers and Acquisitions advice, Training on advising Charities and Not for Profits, Training on building ESG/Sustainability into workplace pensions

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