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We deliver professional, independent & on-going service and advice. Discouragement and failure are two of the surest stepping stones to success. He who moves a mountain begins by carrying away small stones first. Integrity requires honesty, candour, fair dealing and truthfulness in all professional matters. Financial planning professionals are placed in positions of trust by clients, and the ultimate foundation of that trust is their personal integrity. Allowances can be made for legitimate differences of opinion, but integrity cannot co-exist with deceit or subordination of one’s principles. Regardless of the services rendered or the capacity in which a financial planning professional functions, objectivity requires that they ensure the integrity of their work, manage conflicts and exercise sound professional judgment. Fairness requires providing clients with their due, whatever they are owed, or may be expected from a professional relationship, and includes honesty and disclosure of material conflicts of interest. It involves managing one’s own feelings, prejudices and desires to achieve a proper balance of interests. Fairness is treating others in the same manner that you would want to be treated. Professionalism requires behaving with dignity and showing respect and courtesy to clients, fellow professionals, and others in business-related activities, and complying with appropriate rules, regulations and professional requirements. Professionalism requires the financial planning professional, individually and in cooperation with peers, to enhance and maintain the profession’s public image and its ability to serve the public interest. Competence requires attaining and maintaining an adequate level of abilities,skills and knowledge in the provision of professional services. Competence also includes the wisdom to recognise one’s own limitations and when consultation with other professionals is appropriate or referral to other professionals would be appropriate or necessary. Confidentiality requires client information to be protected and maintained in such a manner that allows access only to those who are authorised.Read more...
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