Welcome to the Accord Initiative Suitability Toolkit
Your free, practical resource for delivering better client outcomes — for all clients, all funds, and all advice firms.
This Toolkit helps advisers, paraplanners, and compliance professionals educate clients, capture investment preferences, and support informed choices. It aligns with Consumer Duty and the FCA’s PS23/16 Sustainability Disclosure Requirements and investment labels, and is designed to fit alongside your existing compliance processes — not replace them.
Thanks to the support of our Partners, the full Toolkit is available free of charge to UK advice firms.
Each document is fully editable — use them as-is, tailor them to your advice process, or integrate sections into your existing materials.
