PruFund Planet - Support for your ESG client conversations
Bespoke content for you to connect with your clients
We've developed some bespoke content you can use in your own communications with clients, to help you demonstrate your knowledge and expertise around investing for good.
The content can be used on your website, in blogs, social media posts or emails.
Engaging clients
Client conversations: suitability and recommendations
We’ve developed this material to help you understand if this range of funds is suitable for your clients’ needs:
- Due diligence document
- Sustainable investing - questions your clients may ask
- Key reasons - suitability paragraphs
- Client guide
- Interactive adviser guide and case studies