Show that my funds are appropriate for non-advised Investment Pathways
Easily ensure your funds and investment solutions remain compliant with the FCA's Investment Pathways regulation.
EV Investment Pathways Appropriateness Report
This useful report uniquely summarises the results of your chosen pathway options. It forms a robust judgement as to the appropriateness of each solution. Ensuring your funds and investment solutions remain fully compliant, avoiding the potential risk of regulatory penalties.