Adviser engagement with fund managers following FCA's SDR rules
Hello advisers,
As part of the new rules, distributors must communicate the labels and provide access to consumer-facing disclosures to retail investors, either on a relevant digital medium for the product or using the channel they would ordinarily use to communicate information.
They must also keep the labels and consumer-facing disclosures up to date with any changes that the firm makes to a label or the disclosures.
Following on from the introduction of the new SDR and labelling rules, will advisers go even further in how they engage with fund managers, as a result? How much more likely, as an adviser are you to use an asset manager who actively engages with the management of the company being invested in, to influence the activities or behaviour of investee companies?
Thanks
Ima

