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