Accord Initiative Suitability Toolkit
Free, practical tools to support clear and consistent client preference and suitability conversations across all investment pathways.
The Toolkit helps firms:
• support informed client choices
• record preferences and objectives clearly
• reflect those preferences appropriately within suitability
It is process-led, neutral and flexible, designed to work alongside existing advice and compliance frameworks.
All documents can be used as-is, adapted, or integrated into your current materials.
Get started
Click the Access the Toolkit button below to download all documents
Click the Toolkit Explainer button below for short guidance on using the Toolkit in practice
