As in all fund-raising processes the hardest step is the first step…knowing where to go. We will set up the meetings for you, bring you to the investors and help you with your presentations so that you reach the best audience and secure the allocations you want.
See regulation statement on each Service page.
We will consider adverse impacts of investment decisions on sustainability factors in our investment and insurance-based Investment advice.
We will gather your preferences of Sustainable Investing and build them into our Statement of Suitability for you. Ultimately, it is the Product Producers we have agencies with that build the Investment Products we advise on, and it will be their documentation we are relying on when advising you on Sustainable investments. All information re Sustainable Finance Disclosures will be adhered to by the Product Producers and their brochures and documents will outline their disclosures.