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*Additional Feature*
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Fee by negotiation - £17,851 + VAT minimum
Asset Manager Membership Fee Categorisation*
Funds over £50 bn - £15,690 + VAT
Funds between £5 bn and £50 bn - £10,194 + VAT
Funds between £1 bn and £5 bn - £6,066 + VAT
Funds between £0.25 bn and £1 bn - £3,054 + VAT
Funds between £0.1 bn and £0.25 bn - £1,723 + VAT
Funds below £0.1 bn - £854 + VAT
Asset Owners Membership Fee Categorisation*
Assets over £0.5 bn - £1,729 + VAT
Assets between £50 m and £0.5 bn - £589 + VAT
Other - £185 + VAT
Service Providers Membership Fee Categorisation*
Full-time staff (or equivalent) of 1,000+ - £13,363 + VAT
Full-time staff of 500-999 - £7,998 + VAT
Full-time staff of 200-499 - £4,214 + VAT
Full-time staff of 51-199 - £3,246 + VAT
Full-time staff of 26-50 - £1,897 + VAT
Full-time staff of 11-25 - £1,015 + VAT
Full-time staff of 2-10 - £465 + VAT
Sole Trader - £218 + VAT
Financial Advisers Membership Fee Categorisation*
Full-time staff (or equivalent) of 51+ - £3,071 + VAT
Full-time staff of 26-50 - £1,511 + VAT
Full-time staff of 11-25 - £774 + VAT
Full-time staff of 2-10 - £387 + VAT
Sole Trader/Registered Individual - £185 + VAT
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Tags - Asset Managers & Banks
Asset Class - Equities
Asset Class - Fixed Income
Asset Class - Property
Asset Class - Balanced
Asset Class - Commodities
Asset Class - Infrastructure
Style - Exclusions
Style - Sustainability
Style - ESG integration
Style - Engagement and voting
Style - Impact
Style - Norms-based
Style - Best-in-class
Savings accounts (such as ISAs)
Current accounts
Mortgages
Loans
Investment banking
Wealth Management
Insurer
Tags - Service Providers
Company-level ESG data
Company-level ratings
Thematic research (e.g. carbon, water, AI, etc)
Fund ratings
Impact measurement
Corporate engagement & voting
ESG Reporting & Communications
ESG performance metrics
Sustainability indexes & benchmarks
Investment consultancy
Legal
Accounting
Tags - Financial Advisors & Intermediaries
Investment
Insurance
Wealth planning
Pensions
Tags - Asset Owners, Charities & Affiliates
Pension fund
Charity
Faith
Insurers
Other
Tags - ALL
Asset Class - Equities
Asset Class - Fixed Income
Asset Class - Property
Asset Class - Balanced
Asset Class - Commodities
Asset Class - Infrastructure
Style - Exclusions
Style - Sustainability
Style - ESG integration
Style - Engagement and voting
Style - Impact
Style - Norms-based
Style - Best-in-class
Savings accounts (such as ISAs)
Current accounts
Mortgages
Loans
Investment banking
Wealth Management
Insurer
Company-level ESG data
Company-level ratings
Thematic research (e.g. carbon, water, AI, etc)
Fund ratings
Impact measurement
Corporate engagement & voting
ESG Reporting & Communications
ESG performance metrics
Sustainability indexes & benchmarks
Investment consultancy
Legal
Accounting
Investment
Insurance
Wealth planning
Pensions
Pension fund
Charity
Faith
Insurers
Other
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