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Client conversations: suitability and recommendations

Client conversations: suitability and recommendations

We've developed this material to help you understand if this range of funds may be suitable for your clients' needs.

Questions that your clients may ask you about sustainable investing

Answers to questions that your client may ask you prior to or at their review meetings around sustainable investing.

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PruFund Planet Client Guide

This client guide provides an introduction to the PruFund Planet range of funds.

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Due Diligence document

Helpful document that provides an overview of the fund range, where its positioned on the investment outcome spectrum, underlying funds, exclusions, costs, and asset allocations at launch.

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PruFund Planet Key Reasons

Content to use with your clients when recommending PruFund Planet as a range of funds they can consider.

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ESG Client Questionnaire

Questionnaire you can use with your clients when assessing the level of financial and ESG outcomes they're looking to achieve with their investment.

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Current risk ratings for PruFund Planet

The PruFund Planet range of funds and their underlying risk management and investment processes are risk assessed by a number of industry leading independent risk profilers on a regular basis.

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PruFund Planet

The power to create the world your clients want

"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at Craigforth, Stirling FK9 4UE. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company. The Prudential Assurance Company and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc, a company incorporated in the United Kingdom. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.