Step 03 / Your pack

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Your selected edition

Investment and wealth

Investment firms, advisers and wealth managers

You'll receive

  • 01 — MI workbook (Excel)35 MI measures, your own thresholds, ratings, board questions and an action log
  • 02 — Board report skeleton (Word)The four outcomes and the cross-cutting rules, with the sections the board must evidence.
  • 03 — Worked example workbook (Excel)The same workbook completed for an invented firm.
  • 04 — Worked example board report (Word)The report completed for the same invented firm.
  • 05 — User guide (PDF)How to use the pack, with every measure explained and sourced.

No account needed. No payment. A practical starting point for your own board report, not a substitute for your own judgement.

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