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MPS and KIID document disclosure

WildparaplannerWildparaplanner Member
in Technical stuff

Hi all,

Where we are recommending a client to go into an MPS on platform, are you required to provide the KIID documents of the underlying investments as part of disclosure requirements?

Some people here are saying that you don't, as you are recommending a service and not a specific investment (the fact that the service then invests in funds isn't relevant).

Other people are saying that you have to provide KIIDs at the point you initially recommend the MPS, but any changes the MPS makes doesn't require you to provide KIIDs for any new fund switched into.

Does anyone have any clear understanding of what is required?

Thanks

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