Appropriateness Report Preview
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The new investment pathways regulation comes into force from 1st February 2021, and there's not much time left to get everything in place in order to meet the requirements.
One of the key requirements of the new regulation is to make sure that each of your chosen pathways solutions is appropriate for the pathway objective and the characteristics of the consumers likely to be using it.
Our unique report analyses each of the four pathway solutions in depth based on the characteristics of non-advised consumers using drawdown, their risk profile and capacity for loss. Based on our analysis, a judgement is formed on the appropriateness of each of the pathway solutions.
You can see what this report might look like for your business by downloading a copy of the preview.
You can see what this report might look like for your business by downloading a copy of the preview.