All Financial Advisers are required by the Financial Conduct Authority to provide a 'Key Facts' document that summarises the services provided and that gives information on their costs. This is known as the "Services and Costs Disclosure Document", or more commonly titled "about our services and costs". The standardised format is prescribed by the FCA and is designed to be in a clear and easily understandable.
Ethical Investors has also written a paper entitled 'Our Ethical Proposition' to explain the ethical nature of our services more fully. This should be read in conjunction with the Key Facts documents, and will provide you with a fuller picture of what you can expect if you become a client of Ethical Investors.
Ethical Investors Key Facts, Ethical Proposition and Terms of Business are available below as PDFs.
If you would like us to send you a hard copy, please contact our Head Office.