As a result of projects and consultations, Adviser Forum publish various documents for use by distributor firms to ensure they are fully aware of regulatory requirements and what constitutes good practice.  The documents, executive summaries and press releases are available below:

Investment PlanningTools

"As someone who is charged with marketing and developing online tools, the good practice notes are incredibly useful. It's vital to understand advisers requirements, and by aggregating together the views of a considerable percentage of the top adviser firms you have created a document that is invaluable."

Michael Barrett, Investment Tools Manager - Skandia UK.

 

• Press Release
• Executive Summary
• Good Practice Notes (Phase 1) - Risk Questionnaires & Asset Allocation Tools
• Good Practice Notes (Phase 2) - Investment Forecasting, Fund Selection & Portfolio Rebalancing Tools
• Link to Good Practice Notes press coverage