Social Responsibility

Firms need to understand what is required of them under RSI.  This is not just UK, but EU wide. Firms are looking at TISA to develop recommendations for compliance with MiFID II suitability rules, disclosures to customers and the data required to ensure customers can make investment choices based on objective, comparable data.

Benefits to consumers


CUSTOMERS WILL KNOW WHERE THEIR MONEY IS BEING INVESTED ON AN RSI BASIS

FIRMS WILL BE ABLE TO HIGHLIGHT THE RSI STATUS OF PRODUCTS AND CHANGE THEM TO MEET CUSTOMER RSI PREFERENCES

Benefits to industry


COMMON UNDERSTANDING OF THE RULES FOR FIRMS, INCLUDING OF REGULATORY EXPECTATIONS

MORE CONSISTENCY IN LANGUAGE USED TO DESCRIBE PRODUCTS, PLUS AN AGREED BASIS FOR DISCLOSING RSI TO CUSTOMERS AND DISTRIBUTORS

Benefits to UK economy


CONSISTENT APPROACH BY INDUSTRY RAISES STANDARDS, IMPROVES COMPLIANCE, AND IMPROVES OUTCOMES FOR CUSTOMERS

HELPS GOVERNMENT TO ENCOURAGE INVESTMENTS IN LOWER CARBON INTENSIVE FIRMS AS PART OF ITS GOAL OF NET ZERO CARBON BY 2050

TISA Groups & Resources

Financial Guidance

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Responsible & Sustainable Investment Committee

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Social Responsibility Publications

Social Responsibility News