SRI Fact Finding teleconference announced

sriServices is delighted to announce that we will be holding a telephone conference to help advisers with their ‘SRI fact finding’ on Monday 20 October. 

The event will consider all aspects of ‘Ethical / SRI Fact Finding’, such as: 

  • Why is SRI fact finding important?
  • How can SRI fact finding fit with my existing advice process?
  • Different fact finding approaches eg Issues v Styles
  • What should I say & do?
  • Using fact find tools to meet the diverse client aims (eg Fund EcoMarket and the StyleFinder Microsite)

The event is being held during ‘Good Money Week’  (organised by UKSIF) and aims to help advisers offer SRI & ethical options more easily.  As well as hearing from Julia Dreblow attendees will hear from experienced advisers who have kindly agreed to share there experience during the call.

WHEN: Monday 20 October, for one hour 10.00 – 11.00

SIGN UP: Please register here 

Maximum attendees*: 50 

 (*This event is intended for Financial Advisers. Priority will be given to advisory firms and sriServices sponsors/supporters).

 Please send Julia@sriServices.co.uk  your questions or requests ahead of the event so that they may be built into the event.  

Attendees will be sent dial in details nearer  the time.

 

 

Direct link to sign up: https://www.surveymonkey.com/s/VVLVCT3

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