The value of investments can fall as well as rise, and you may get back less than you invested. Past performance is no guarantee of future results.

A document that financial service providers are obliged to offer retail clients before they open certain investment or savings products. It must outline the main characteristics of the financial service in a simple format, so the potential client can decide whether it is right for them.

Key features document definition


A document that financial service providers are obliged to offer retail clients before they open certain investment or savings products. It must outline the main characteristics of the financial service in a simple format, so the potential client can decide whether it is right for them.

It should give customers a clear understanding of the service’s key features and limitations, without having to read the fine print. It must highlight the aims and benefits of the offered product, along with relevant risks and requirements to be considered. A key features document must also have an FAQ section to easily answer common questions that a prospective client might have. As a regulatory requirement, the key features document should also mention the firm’s complaints-handling procedure.  

With IG

We offer a share dealing service, allowing you to buy and sell shares and ETFs via a share dealing account, ISA or SIPP.

 

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