Service Provider Form

Name *

First

Last

Role *

Email *

Phone

I am enquiring about Dialshifter on behalf of a ... *

Company Name *

Name of product or service this application relates to *

Website / URL

About your 'Dialshifting' tool or service and its communication: Please confirm that you do all of the following *

We offer a tool or service that helps to drive greater investment towards funds addressing sustainability challenges
This tool or service is visible from the home page of our website (link supplied)
This service is available to all clients

Description of service (what is it / who for?) *

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

Description of process *

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

Description of company expertise assessing climate related risks and opportunities *

Supporting clients. Please confirm the following and supply evidence (text or url)

We supply information that explains to clients, advisers and others how climate change is integrated into our analysis
We have transparent processes in place that enable us to deal with adviser/client queries
Our service is designed to respond to diverse client aims (please provide explanation)

Do you have a 'net zero' or 'Paris Alignment' statement articulating your commitment to help reduce carbon emissions?

Dialshifter summary *

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

Information relating to this service/product is on Fund EcoMarket database *

Yes
No
Other

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.

Further information

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

File Upload

Click or drag files to this area to upload.

You can upload up to 3 files.

Optional

I/we consent to this information being used by the following: *

Internal use by SRI Services (pending approval to proceed)
SRI Services verification partners (pending approval)
Publicly available

Date / Time

Date

Time