Sustainable Future AIM Inheritance Tax Portfolio Service

Consumer Duty – AIM

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 AIM IHT services, 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.

AIM Target Market Statement – outline:

  • Our services
  • Who are our target market?
  • What client objectives are met by our services?
  • Who can access these services?
  • Who may be suitable for these services?
  • For whom may these services prove unsuitable?
  • Distribution Strategy
  • Platform Availability

AIM Fair Value Assessment – outline:

  • Delivering high-quality service for your clients
  • Our services
  • Our Service features and Benefits for investors over their lifetime
  • Charges
  • AIM IHT portfolio performance
  • Assessment of Value

You can view and download these documents at our literature page

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