Our commitment to treating customers fairly
- Understanding our customers' financial needs and ensuring recommendations and advice match those needs.
- Ensuring products recommended fit within our customers’ financial situation and affordability.
- Providing awareness of current and future financial implications of recommendations and advice.
- Providing awareness to our customers of our services provided and internal processes.
- Ensuring all information provided to our customers is accurate and up to date.
- Ensuring all staff maintain required levels of competence.
- Ensuring all our customers are properly informed during the course of any ongoing relationship.