The glossary provides more information on some of the key terms we use on MyFairMoney. It also describes criteria, methods and data sources in more detail. This will help you dive deeper into the topic of sustainable investment!

Suitability assessment

Investment advisors may only recommend products that fit a client's profile. To do so, advisors must provide them with the suitability statement, an electronic or written document. This summarizes the information provided by the client that led to a particular recommendation. The document is intended to help clients identify any discrepancies and understand the reasons for a recommendation.