Is the writing on the wall for the fund factsheet?

Communicate smarter not harder

clock

The writing is on the wall for the fund factsheet (and it's about time), writes Jeremy Mugridge. Here he explains how smarter communication will boost advice engagement.

A discussion paper from the Financial Conduct Authority (FCA) has been published that has the potential to become a game-changer for those providing financial advice and most importantly for those receiving it. The paper, Smarter Consumer Communication, is designed to spark debate about how the financial services industry can deliver information to consumers in smarter, more effective ways and this is great news for both financial advisers and their clients. Having recently spent some time interacting with the FCA's Innovation Hub, I know just how serious the regulator is about improv...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Regulation

Investors warn FCA they will shun investment trusts if CCI regime goes ahead

Investors warn FCA they will shun investment trusts if CCI regime goes ahead

CCI regime

Linus Uhlig
clock 30 January 2025 • 3 min read
Lords committee to publish report into FCA name and shame 'shortly'

Lords committee to publish report into FCA name and shame 'shortly'

Hearing with FCA executives

Jen Frost
clock 23 January 2025 • 3 min read
FCA's plan to axe Consumer Duty board champions 'questionable'

FCA's plan to axe Consumer Duty board champions 'questionable'

Concerns over the role being axed too soon

Isabel Baxter
clock 20 January 2025 • 3 min read
Trustpilot