Brief introduction to Ethical Investment & SRI – for use with your clients

I am delighted to announce that having invested in some new kit I have at last been able to work out… and finalise … a new B2C ‘Client Video’ – a generic, PowerPoint based Introduction to SRI & Ethical Investment.

This is intended for use by UK Financial Advisers and available free of charge.

The video is 2 minutes long, unbranded, generic in nature and directs clients to advisers for further information.  It also suggests the use of our ‘SRI StyleFinder’ client microsite which helps people work out which SRI Styles best suit their personal needs prior to visiting an adviser.

This is available alongside all our other adviser materials via the sriServices ‘Literature‘ page – and below.

However, please remember that as with everything sriServices produces advisers are responsible for their own compliance.

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This information is for use by UK professional financial advisers only. SRI Services is not authorised to give investment advice, if you are an individual investor you can find an IFA on www.unbiased.co.uk. The information on this site does not in any way constitute advice or recommendation. The information and tools are intended to compliment, not replace existing adviser information sources. Investment decisions should not be based on the information contained on this site alone. Please confirm fund information with fund managers. We cannot be held in responsible for advice given as a result of using this site and are not responsible for the content of sites linked to this service, we do however of course take every effort to ensure the content of this site is as accurate as possible at time of publication.