Fund EcoMarket v2.0 - (11am) 19 October 2015 Teleconference Registration |
A one hour structured adviser / industry professionals teleconference to talk through how the new Fund EcoMarket v2.0 compliments the financial advice process.
Attendees will learn about the new tool and fund information hub - and will be invited to ask questions as we go along.
All attendees should be able to access www.FundEcoMarket.co.uk during this event.
Agenda
- Introduction to 'Fund EcoMarket and the advice process'
- Using the filter options on Fund EcoMarket
- Using the SRI StyleFinder fact find questionnaire with Fund EcoMarket
- Generating reports for your audit trail
- Close
Additional information:
Julia Dreblow, who will be running this event, will also be supporting the RSMR SRI event in Leeds on 22 October and announcing a London 'Fund EcoMarket v2.0' seminar shortly.
PowWowNow dial in details will be circulated shortly before the event.
Please note Fund EcoMaket is FREE to use thanks to support from Alliance Trust Investments, Pictet and Rathbones - however attendees will be required to pay for their own conference calls - which is likely to cost around £1.
Please note Fund EcoMaket is FREE to use thanks to support from Alliance Trust Investments, Pictet and Rathbones - however attendees will be required to pay for their own conference calls - which is likely to cost around £1.