Ethical Performance
inside intelligence for responsible business



November 2006

Independent financial advisers in the UK will need to be well-informed about socially responsible investment options for clients under draft guidance drawn up by the British Standards Institution. The draft Personal Financial Planning Guidance note, BS 9222: 2006, says financial planners must ensure they have adequate processes to give ‘appropriate advice’ when a client expresses interest. The UK Social Investment Forum says the guidance, on which consultation has now ended, is ‘a clear signal to advisers’ that they should be familiar with SRI investment options and principles.

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