Chief Commercial Officer PIMFA,Director PIMFA Wealth Tech,Non Exec Chair TDG,Found Floriota & Co-Found Adler & Frank. Chair Keston Sch AAC
I urge all PIMFA - Personal Investment Management & Financial Advice Association member firms to read this
We are delighted to share with you our latest FREE MEMBER-ONLY Task Force for Climate Related Financial Disclosures Guide (TCFD). The TCFD already applies to large firms and comes into force for firms with less than £50bn AUM and more than £5bn on 30 June this year. Working in conjunction with Alpha FMC, a specialist management consultancy for the Wealth and Asset Management industries, we have developed a TCFD guide to support Wealth Managers with publishing their TCFD reports for the first time this year or for those looking to improve their existing reporting for the future. The guide contains information on: 👉Reporting deadlines and firm requirements 👉What must be reported for entity-level and product-level reporting 👉Examples of publicly available reports that exceeded expectations for both entity and product-level reporting 👉Areas to consider for first-time report development 👉A checklist for success – steps firms can take to prepare for reporting Ensure you are up to date and read the guide now - https://pimfa.cc/Xknmq #esg #wealthmanagement #financialservices #sustainablefinance
