Supporting you with Consumer Duty

We have created Proposition Summaries that contain all the information an adviser requires to conduct their assessment on Rathbones.  We wanted to make an adviser’s life easier by putting all the information in one place. Proposition summaries exist for our MPS, Managed and Bespoke solutions plus their sustainable investment Greenbank variants.  They also exist for our Specialist Tax Portfolio Service. 

The content of each summary document calls out five key elements: