Investment product communications

With the increasing onus on providers to demonstrate adherence to the principles as well as practice of TCM, research was needed to explore responses among customers and advisers to product marketing literature and documentation.

Depth interviews were undertaken to examine issues around clarity, transparency and ease of comprehension, as well as how the literature is used, how closely it is read and how it fits with underlying assumptions and expectations.

The output was used to refine and develop the literature and documentation produced.