Professional Adviser looks at the top ten key points from the Treasury’s sustainable investing roadmap, which details its new Sustainability Disclosure Requirements (SDR) for asset managers, investment products and potential rules for financial advisers.
1. Financial advisers There is not a vast amount written in the report from a specific advisory perspective. However, the report stated that HM Treasury and the Financial Conduct Authority (FCA) "are exploring how best to introduce sustainability-related requirements for financial advisers". It added: "A key aim will be to ensure that they take sustainability matters into account in their investment advice and understand investors' sustainability preferences to ensure suitability of advice. "Details of the proposals are subject to further consideration and will be set out on a diff...
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