We shall:
- Act with objectivity, integrity, due care, skill and diligence
- Be fair and honest
- Take reasonable steps to collect information and conduct an analysis to determine the suitability of our advice
- Treat all personal information as confidential and adhere to controls and legislation where applicable
- Keep record of our engagement as required by the applicable law(s) and provide feedback in easy language
- Be transparent and disclose relevant information that may alter your decisions
- Not mislead, or misrepresent information
- Discuss fees in an easy to understand format in order for you to make meaningful comparisons and conclusions
- Review and follow up with clients where needed, or requested
- At all times act in a professional manner
