ESG Accord launch the Accord Initiative

Helping advisers meet the challenges of Consumer Duty

The Accord Initiative is a suite of compliance, education, CPD and Regulatory analysis services, all delivered to advisers via a free to access website.

The site incorporates everything financial advisers need to build ESG and Sustainability into their advice process and has been designed to give advisers the confidence to deliver enhanced client outcomes. The underlying theme is increasing knowledge of ESG and Sustainability (as part of the full spectrum of capital) amongst financial advisers, compliance consultants and paraplanners, enabling them to give compliant advice in a way that delivers good client outcomes whilst meeting Consumer Duty, PROD, COBS and the forthcoming Sustainable Disclosure Requirements (SDR) and investment labels.

You can visit the site at: The reason ESG Accord can offer access to the Accord Initiative for free is due to the generous support from many of the leading investment houses, and other financial services related organisations in the UK. Accord Initiative Partners include; Aegon Asset Management, Aviva, Brooks Macdonald, Canaccord Genuity Wealth Management, Ethical Screening, EV, Fidelity, GBI IFA Magazine, Global Returns Project, Janus Henderson, London Institute of Banking and Finance, M&G, Novia, Omnevue, Par Equity, Rathbones, RBC Brewin Dolphin, Stellar Asset Management, WHEB.

MPS & Tax Efficient Database Sponsors include: MPS: Analyser by The Lang Cat, Aviva, Brooks Macdonald, Canaccord Genuity Wealth Management, EQ, LGT Wealth Management UK, Rathbone Greenbank, RBC Brewin Dolphin, Sarasin & Partners, Tribe Impact Capital.

TEV: Blackfinch Investments, BritBots, Calculus Capital, Committed Capital, Haatch Ventures, Regenerate Ventures, Sapphire Capital Partners, Stellar Asset Management, Vala Capital, Growth Invest

Lee Coates OBE, Co-Founder and Director of ESG Accord said:

“With Consumer Duty and new anti-greenwashing regulations now looming on the horizon, and with fund labels to follow, there is an urgency for both advisers and fund managers to prepare for the changes that are coming.”

Elly Dowding, Co-Founder and Director of ESG Accord said:

“Financial services play a key role in the transition to a more sustainable world, which is why we are committed to supporting advisers help their clients make informed choices for investment preferences across the spectrum of capital part of every advised client’s financial advice journey. We aim to ensure the Accord Initiative delivers best practice compliance and advice solutions to support financial advisers, their clients and broader market participants”.

ESG Accord

ESG Accord is a technical compliance firm specialising in investment preferences and objectives spanning across the full spectrum of capital.

ESG Accord offers a range of services:

– Suitability compliance framework for the financial advice market. Critically from a regulatory perspective, the framework is for all clients and all funds
– Consultancy services for advice firms, networks and find managers etc
– Training and proposition development for fund groups, DFMs and tax efficient vehicle providers
– Deep-dive independent industry reports for Climate, ESG & Sustainability across MPS and Tax Efficient Vehicles. A Multi-Asset industry report is currently being developed

Further information:
For further information please contact Elly Dowding at

Scroll to Top

Market Download Subscribe

The market download is a regular weekly newsletter for financial advisers, wealth managers and industry contacts. If you would like to receive it, please submit a subscription request below, and our team will review and come back to you with any questions. Please note this newsletter is only intended for industry professionals and connected parties.

Global Returns Project: Find Out More or Make A Donation

Please fill in the details below to find out more or to enquire about making a donation to the Global Returns Project.

Download Request​

Please provide your details in order to download this document.

Download Request​

Please provide your details in order to download this document.

Download Request

Please provide your details in order to download this document.

Download Requests

Please provide your details in order to download this document.

Arrange a Demonstration

Please provide as many details as you can and we will get back to you very soon to arrange the demonstration with you.

Sign Up to GrowthInvest

Thank you for signing up for GrowthInvest. Please provide as many details as possible so we can configure your account appropriately.

Message Us or Register Interest

If you would like to leave us a message or register your interest in the GrowthInvest platform, please leave a few details outlining how we can help and we will get back to you very soon.

Message Sent

Thanks for your message. We will be in touch soon.