Scope of Research

When recommending an investment instrument or provider to a Client, our recommendation is drawn up on the basis of a ‘fair analysis of the market’. This means that we survey a sufficiently large number of options to enable us to make a recommendation, in accordance with professional criteria, regarding which choice would be adequate to meet the Client’s needs. Critically, the range of choices available is not restricted to product producers with whom we may have agency agreements in place. The number of options surveyed will depend on the nature of the requirement. In some cases, the Client may dictate their own restrictions in which case the choice or choices are made from within the range as specified by the Client.