May 5, 2021

Powerpoint Presentation for the Investment Sector: Respecting the Rights of Vulnerable Investors through Supported Decision-Making

Professionals in the investment sector, this presentation is for you. We invite you to download this PowerPoint, use it and share it with your colleagues. Additional learning notes are included. You can also download the accompanying checklist Supporting Client Capacity for Investment Decision-Making: Promising Practices.

Supporting Client Capacity for Investment Decision-Making: Promising Practices

This checklist is a companion piece to the PowerPoint presentation Inclusive Investing – Respecting the Rights of Vulnerable Investors through Supported Decision-Making. To access the presentation click here.

9. Inclusive Investing: Respecting the Rights of Vulnerable Investors through Supported Decision-Making

This publication is available in two formats: a 2-page layout and a 1-page layout.

Helping Someone With Investment Decisions – A Resource for Family and Friends

Making Investment Decisions with Support: Rights and Strategies – Facilitator’s Checklist

This checklist is a companion piece to the PowerPoint presentation Making Investment Decisions with Support: Rights and Strategies. To access the presentation click here.