ESG Accord

ESG Accord is a financial services compliance consultancy specialising in supporting financial advisers, compliance firms, Fund Managers and DFMs in the area of ESG, sustainability and values-based investment. We bring decades of experience running financial advice businesses, ethical research and technical compliance to support our clients meet their regulatory requirements.  

Consumer Duty and SDR provide the perfect regulatory environment for advice firms to discuss ESG and sustainability with their clients. Indeed, the regulations require it.  Our free to access suitability framework for advice firms can be used with clients and meets both Consumer Duty and SDR.  Documenting and evidencing clients making an informed choice is a central pillar of delivering good client and our framework can help deliver these good outcomes.

Visit us on Stand J800 to find out more about our suitability framework and the Accord Initiative web site.