Service Provider Form

Please complete the following form to apply for Dialshifter status.

This form is for portfolio providers, DFMs, research providers and others that support funds and/or financial advisers with relevant products or services.

Only businesses that can demonstrate they do all of these are eligible for Dialshifter status.

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 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.