Consumer Duty – MPS

Consumer Duty – MPS

Consumer Duty

We have prepared supporting literature for financial advisers around Consumer Duty. These include our Target Market Statement and our Fair Value Assessment.

Having considered our own Managed Portfolio Service, the objectives of investors in our target market, and other industry provider services, we have concluded that we deliver good outcomes for investors and are confident that the benefits of our services represent fair value.

MPS Target Market Statement – outline:

  • Our services
  • What type of investor is this service suitable for?
  • Who are our Target Market?
  • How does MPS meet your clients’ objectives and needs?
  • For whom may these services prove unsuitable?
  • Distribution Strategy
  • Who can access these services?
  • Platform Availability

MPS Fair Value Assessment – outline:

  • Delivering high-quality service for your clients
  • Our services
  • Benefits of the service
  • Charges
  • MPS portfolio performance
  • Availability
  • Assessment of Value

You can view and download these documents below.

Consumer Duty

MPS Target Market Assessment       Download

MPS Fair Value Assessment              Download

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