10am - 11am

This 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 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 their experience during the call.

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.