Form Test Page

Funds and Fund Manager Enquiry Form

Dialshifter qualification criteria

To qualify for use of the Dialshifter badge, funds must meet all of the (11) 'Obligatory' criteria plus at least one additional option from the category classification list.

Our use of the terms 'Exclude' and 'Avoid' : we use these terms as they are recognised descriptions, however this may also mean 'will never invest in this area because it is outside of the scope of this fund'.
Please supply documentation to evidence the following:

In order to be approved as a 'Dialshifter', funds must provide evidence of each of these criteria - or explain if any are not directly applicable. All responses must be verifiable, consistent with the intention of 'shifting the dial from brown to green' and able to be explained to clients.

Funds will also have to fulfil additional (more specific) goals based on the main ways in which funds can help ‘shift the dial’.



Click or drag files to this area to upload.


You can upload up to 5 files.

We will use the information you have supplied for publication on www.FundEcoMarket.co.uk to help verify your Dialshifter status. You may attach additional information here if required (not for publication).

Maximum 100 words. (This will subject to verification but can be amended if required.)

Intermediaries and Service Provider Enquiry Form

Please describe the aim of this product or service, with link to relevant area of your website.

Please briefly describe how your service works eg how you select funds & how ESG factors are taken into account

Maximum 100 words, please submit draft text, this can be amended later if necessary.

If this information is not on Fund EcoMarket yet we would like you to discuss this with us. All services should be listed so they can be researched by interested parties. Email funds@sriServices.co.uk for a Fund EcoMarket form.

Please use this space to add information or ask a question.



Click or drag files to this area to upload.


You can upload up to 3 files.

Optional

Intermediaries and Service Provider Enquiry Form

Dialshifter status requires the answer to this to be 'yes' (or coming soon').

Dialshifter status requires the answer to this to be 'yes'

This refers to your current practices and when you now discuss investment options with clients. (Dialshifter status requires the answer to this to be 'yes')

Please give a brief summary of how clients aims and opinions are identified, recorded and acted on

Dialshifter status requires the answer to this to be 'yes'.

Use this space to supply links, CPD evidence or additional information for SRI Services.

Maximum 100 words, please submit draft text, this can be amended later if necessary. (Optional)



Click or drag files to this area to upload.


You can upload up to 5 files.

Upload documents here as evidence of sustainable investment being part of your advice processes (optional - to compliment text above).