Point of sale disclosure - fit or failing?
Claire Levison and the team at Manchester Metropolitan University have been determining whether the current point of sale disclosure regime is fit for purpose. Claire outlines some of their key findings, addressing what the aim of the research project was, why behavioural research in this area is insightful and what the industry/regulators can do to help customers understand and engage with this currently tedious and time-consuming activity.
The value of investments can go down as well as up and your client may not get back their original investment.
For professional advisers’ use only.
Not to be used by retail clients.