In Accord Client Preference Ready Badge Submission Checklist

* 1. The person submitting confirms

• I have the responsibility and authority to submit

• I have read the In Accord Assessment Criteria and Methodology, FAQs and T&Cs for badge use and agree to notify In Accord if any changes could affect badge award

• I agree that being awarded the badge can be shared with In Accord Partners

• I agree that anonymised and aggregated data from this submission may be used by In ACCORD for industry research, reporting and insights. No firm or client identifiable data will be published

• I confirm that any evidence submitted to In Accord for the badge has been redacted of all client identification details and that In Accord has no liability for non-redacted evidence that has been submitted

• I understand that the Client Preference Ready badge is not regulatory approval, does not constitute compliance advice, and does not replace the firm’s regulatory obligations

• I confirm that everything is true and correct to the best of my knowledge