For UK financial advisers only, not approved for use by retail customers. Click here for the customer website.
The FCA’s paper TR16/1 Assessing Suitability: Research and due diligence of products and services, requires advisers to demonstrate they have the appropriate information and evidence on file for their client investment recommendations.
To support you in that task, we commission a number of internal and external case studies, risk mapping documents, and research guides focusing on a range of topics.