Consumer Duty

The intention of this page is to provide documents and information to intermediaries and professional investors about the UK Consumer Duty as it relates to Dimensional.


Documents

Other Resources | Professional

Consumer Duty Distributor Letter

The purpose of this letter is to provide certain upcoming regulatory requirements that will impact the manner in which Dimensional products and services are distributed.

Other Resources | Professional

EMT v4.2

The European MiFID Template (EMT) is issued in accordance with the revised Markets in Financial Instruments Directive (MiFID II), and provides information on the target market, distribution strategy, and costs and charges for Dimensional’s Irish and UK UCITS.

Other Resources | Professional

EMT Explanatory Document

This document provides an overview of how Dimensional has populated the European MiFID Template.

Other Resources | Professional

UK Consumer Duty and Dimensional Funds plc and Dimensional Funds II plc

This document provides information in connection with the UK Consumer Duty and Dimensional Funds plc and Dimensional Funds II plc.

Historic Documents

Other Resources | Professional

Consumer Duty Distributor Letter - 26 April 2023

The purpose of this letter is to provide certain upcoming regulatory requirements that will impact the manner in which Dimensional products and services are distributed.

Disclosures

“Dimensional” refers to the Dimensional separate but affiliated entities generally, rather than to one particular entity. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd., Dimensional Ireland Limited, DFA Australia Limited, Dimensional Fund Advisors Canada ULC, Dimensional Fund Advisors Pte. Ltd., Dimensional Japan Ltd., and Dimensional Hong Kong Limited. Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services.