May 5, 2021
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.