Code: 4.3.3 · Adults
Aware that financial advice can be sought when making financial choices and knows when financial advice may be useful
Aware of the difference between independent and non-independent source of investment advice (as defined under EU law)
Aware that various sources are available to access financial advice
Aware of the existence of digital advising tools, including robo and hybrid advice tools that combine human and robo advice
Aware that advice is not always independent
Aware of financial advisors' obligation to ask clients about their sustainability preferences before giving advice
Where necessary, makes use of tools designed to provide advice when making financial decisions
Confident in one’s own ability to recognise trustworthy sources of advice