True and Fair Label

True and fair Schedule of Fees and Holdings Template Label and What It Means

A workable format is akin to the company accounts format. Whilst some people will look at the detail within the accounts, most will simply focus on the key figure of how much profit the company made. The over-riding objective is to fairly reflect the full underlying costs of investments from start to finish.

True and Fair Sample Label

We want to see all investment products display a clear ‘label’ so investors fully understand where their money will go. See Introduction to the Code for more detail.

This is purely an example – the final layout and precise detail should be signed off by an independent organisation or independent consumer body. A full explanation can be found in the Research Report.

Posted By: True and Fair, 1:59 am

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