Sustainable Finance Disclosure 

 

Sustainability Factors 

When providing advice, the firm considers the adverse impact of investment decisions on suitability. As part of our research and assessment of products, the firm will examine the Product Providers literature to compare financial products and to make informed investment decisions about ESG products. When assessing investment products, we will consider the approach taken by product providers to integrating sustainability risks into their product offerings. This will form part of our research and analysis when outlining your investment options to you. The consideration of sustainability risks can impact on the relative cost, relative risk and both positively and negatively impact potential returns of financial products.

Remuneration Policy

We are remunerated principally by rebated fund fees. The firm will always act in the client’s best interests and keep clients informed accordingly. In assessing products, including in relation to sustainability factors, we do not make decisions based on how the firm is remunerated or the amount of remuneration we may receive.