Client Sales Aids
Welcome to ebi’s clients sales aid. Helping advisers educate their clients.
Helping advisers educate clients
Our client sales aids have been designed to facilitate better communication between financial advisers and their clients. Our infographics help advisers to present complex information in an easy to digest and visual format, providing better understanding for clients. Clear client communications a requirement of Consumer Duty.
New infographics will be added to the page over time, so be sure to check in regularly.
If there are any topics or particular concepts you think would be a useful addition, please let us know via the button below.
ebi’s Client Sales Aids
Here are some of our most popular infographics. Please feel free to let us know of any ones you would like us to produce.
Basics of Investing Infographic
In our infographic we cover; What is ‘Investing’?, The difference between ‘Stocks’ & ‘Shares’, What is a ‘Bond?‘, What is a ‘Stock’? and more.
The Spectrum of Sustainable Investing Infographic
Our Spectrum of Sustainable Investing Infographic details varying investment practises and whether they are financial or impact focused.
Sustainability in Action – Unilever Infographic
Unilever has made strong commitments to embed sustainability principles (environmental, social and governance) within its business, and across its value chain.