Advising Clients On Social Investments and Deciding On Suitability: the Report of An Expert Working Group

This report sets out the findings of a working group of financial services and social investment experts convened by Big Society Capital and Worthstone to explore the relationship between social investment and the regulatory concept of ‘suitability’.

Website:

Pages:

16

Publisher:

Big Society Capital; Bates Wells & Braithwaite; Worthstone

Author:

The Social Investment and Suitability Working Group

Date:

July 1, 2012

Media Type:

Report

Category:

Impact Investing