ebi introduces ‘Reliance on Others’ contracts to extend their service for advisers and investors

by | Feb 28, 2022

Share this article

Evidence based investing specialist, ebi, has announced today that it now offers ‘Reliance on Others’ contracts to its members.

This sits alongside its existing ‘Agent as Client’ option, providing advisers with a choice depending on their business requirements.

The key difference between the two contractual relationships is who ebi treats as their client.

With ‘Reliance on Others’, the adviser and investor become a client of ebi, each having their own responsibilities and obligations to the investor.

This is in contrast to ‘Agent as Client’, where the adviser is treated as ebi’s client, and will act as agent for the investor. ebi will have no contractual relationship with the underlying investor.

ebi have produced a useful infographic explaining the differences between each approach, which can be downloaded here.

Visit ebi to find out more.






Share this article

Related articles

Winners of the Protection Guru Awards 2022 are announced

Winners of the Protection Guru Awards 2022 are announced

Protection Guru, has today announced the winners of Protection Guru Awards 2022. In this, their second year, the awards have been established to recognise the leading lights of the protection industry. The team at IFA Magazine extends our congratulations to all this...

Trending articles