For UK financial advisers only, not approved for use by retail customers. Click here for the customer website.

PruFund Planet: Suitability and Recommendations

 

We've developed this material to help you understand if this range of funds may be suitable for your clients' needs.


Answers to questions that your client may ask you prior to or at their review meetings around sustainable investing.

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This client guide provides an introduction to the PruFund Planet range of funds.

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Helpful document that provides an overview of the fund range, where its positioned on the investment outcome spectrum, underlying funds, exclusions, costs, and asset allocations at launch.

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Content to use with your clients when recommending PruFund Planet as a range of funds they can consider.

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Questionnaire you can use with your clients when assessing the level of financial and ESG outcomes they're looking to achieve with their investment.

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The PruFund Planet range of funds and their underlying risk management and investment processes are risk assessed by a number of industry leading independent risk profilers on a regular basis.

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PruFund Planet

The power to create the world your clients want

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