We shall:

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

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