In ACCORD

Description In ACCORD helps the financial services sector deliver future-fit, client-centred advice by strengthening how firms understand and document client preferences, objectives and suitability. We provide the tools, training and strategic support that enable advisers and firms to embed structured, neutral and consistent conversations across all investment pathways into everyday advice processes. We support advisers, DFMs, networks, fund groups, product manufacturers and education bodies through four connected areas of work: • Accord Consulting - Practical and strategic support for advice firms, DFMs, fund groups and product providers across Consumer Duty, suitability, SDR, governance, product oversight and advice process design. • Accord Initiative - Free, open-access tools, templates and resources for the advice community, developed in partnership with industry stakeholders. • Accord Academy - CPD-accredited courses for the modern advice and regulatory landscape. • Accord Talks - Industry conversations and thought-leadership exploring client understanding, regulation and evolving advice practice. Approach

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In ACCORD engages directly with regulators and industry bodies. We are part of the FCA Disclosures and Labels Advisory Group (DLAG); Elly Dowding sits on the FCA’s Sustainable Finance Advisory Committee, which advises the FCA Board; and Lee Coates OBE participates in the FCA’s industry-led Advisers’ Sustainability Group (ASG). This engagement provides us with strong regulatory insight and enables us to support firms with clarity, confidence and a forward-looking perspective. In ACCORD is the trading name of ESG Accord Ltd.