Part 1: Fact find and meeting

In this episode we hear from the FCA and other guests about the importance of discussing sustainability and values-based investment options with clients, and when and how to record the conversation as part of the Fact Find/Know Your Client process

The full transcript of this episode is available here:https://www.esgaccord.co.uk/wp-content/uploads/2025/10/Episode-4-Transcript-Good-Money-Week-part-1.pdf