You are confident and prepared for client meetings

No need to purchase the Client Questionnaires as these templates are already included in the Accelerator program. The Ethical Advice Accelerator not only provides the templates, but delivers everything you need to understand and recommend ethical investments to your clients. You can find more information about the program here.

No, advisers from across the globe would find these templates useful. The environmental, social, governance, ethical, and sustainability issues covered in the questionnaires are applicable to investors and clients globally.

Once you’ve downloaded the templates, they are yours to keep forever. For the video tutorials and future downloads, you have lifetime access, where lifetime refers to the life of the product. As long as the templates are available, you will have access to the training materials and downloadable files. There are no plans to end sales of the Client Questionnaire template pack any time soon. You will receive a minimum of twelve months notice if the product is expected to end, unless unforeseen circumstances mean the product must be terminated earlier than one year. While the Client Questionnaire template pack is available for sale, you will have access to the files and video tutorials. We recommend you download and save the templates.

Yes, absolutely. We’re not satisfied if you’re not 100% satisfied. To be eligible for the 100% satisfaction guarantee you will need to contact us via email at [email protected] within 30 days of purchasing the Client Questionnaire templates. We will do everything we can to ensure your satisfaction. If not, you can expect a full refund minus any fees retained by Stripe or PayPal. We are committed to helping you get the most out of your templates.

Please reach out to our team by emailing [email protected] and we will help in any way we can.

The video tutorials explain the different approaches, and helpful tips for having ethical investment conversations with clients. However, they do not educate you on each of the environmental, social, governance, ethical or sustainability issues that you might discuss with your clients. If you are seeking a deep understanding of these issues, and how to research and select ethical investment options for your clients, we recommend completing the Ethical Advice Accelerator program. You can find more information about the program here.

These questionnaires serve two purposes: to provide a framework for discussions with your clients to determine their ethical and sustainability preferences, and to assist you with matching ethical and responsible investment products with your client’s values. While you do not need ethical investments on your APL to have these discussions, it is desired over the long-term. The aim is to incorporate ethical investments into your advice, using your questionnaire to align your recommendations with your clients’ responsible investment profile.

You receive four templates covering different styles for determining your client’s ethical investment preferences. These templates are editable, and easily customisable with your unique branding elements. There are video tutorials to show you how to edit and use the questionnaires, plus access to editable icons in Canva so that your templates can evolve with you over time.

Yes, of course. We are here to support you in working out if these templates are right for you.
If you would like to speak to someone about whether or not these are the best fit for you, please email [email protected] to book a call.

All templates are delivered in MS Word format, and are completely editable. You can change the fonts, table designs, add or remove ESG issues that are important to you and your clients, alter the wording, mix and match sections from each template, add your logo, and update the colours to your own unique branding. There are easy-to-follow video tutorials to show you how to make all changes.