Common use of Our Mission Statement Clause in Contracts

Our Mission Statement. We believe that Treating Customers Fairly is about delivering a fair outcome to our customers whilst offering a first class business service. It is embedded in our culture, and our customers can be assured of this as: – We are open about the way we carry out our business and how we are remunerated. – We welcome customer feedback on a regular basis. – We encourage all our staff to continue with their professional development. – Our business is about our customers, and we are always conscious of this. – Customers can be confident that they are dealing with a firm where the fair treatment of customers is central to our firm’s culture. – We consider our customers when promoting new services and products and ensure that they are relevant to them. – Our customers are provided with clear information and we keep them informed before, during, and after the point of sale. – Where advice is provided, we take time to understand our customers’ situation and ensure that our advice is suitable and appropriate. – We meet our customers’ expectations, providing them with a level of service and products that are of an acceptable standard. – We will ensure that our customers can switch providers, change products, surrender policies and make any complaints without any undue barriers. Financial Review Process As a financial planning business, we are focussed on helping you understand and plan for your financial future. By working with you we aim to have a full understanding of your current financial position, your objectives and identified needs. This enables us to provide suitable solutions for your needs, providing you with clear financial direction aimed at maximising the opportunities for achieving your objectives. Our Service We offer both initial and ongoing services. Any products we have arranged for you will only be kept under review as part of an agreed ongoing service for which you agree to pay. Our ongoing services are optional, however where you agree to purchase an ongoing service, unless otherwise agreed, the ongoing service will be provided as a follow up to the initial service. Any advice or recommendation that we offer to you, will only be given after we have assessed your needs and considered your financial objectives and attitude to any risks that may be involved. We will also take into account any restrictions that you wish to place on the type of products you would be willing to consider.

Our Mission Statement. We believe that Treating Customers Fairly is about delivering a fair outcome to our customers whilst offering a first class business service. It is embedded in our culture, and our customers can be assured of this as: – We are open about the way we carry out our business and how we are remunerated. – We welcome customer feedback on a regular basis. – We encourage all our staff to continue with their professional development. – Our business is about our customers, and we are always conscious of this. – Customers can be confident that they are dealing deal- ing with a firm where the fair treatment of customers cus- tomers is central to our firm’s culture. – We consider our customers when promoting new services and products and ensure that they are relevant to them. – Our customers are provided with clear information infor- mation and we keep them informed before, during, and after the point of sale. – Where advice is provided, we take time to understand un- derstand our customers’ situation and ensure that our advice is suitable and appropriate. – We meet our customers’ expectations, providing provid- ing them with a level of service and products that are of an acceptable standard. – We will ensure that our customers can switch providers, change products, surrender policies and make any complaints without any undue barriers. Financial Review Process As a financial planning business, we are focussed on helping you understand and plan for your financial ▇▇▇▇▇- cial future. By working with you we aim to have a full understanding of your current financial positionposi- tion, your objectives and identified needs. This enables en- ▇▇▇▇▇ us to provide suitable solutions for your needs, providing you with clear financial direction aimed at maximising the opportunities for achieving achiev- ing your objectives. Our Service We offer both initial and ongoing services. Any products we have arranged for you will only be kept under review as part of an agreed ongoing service for which you agree to pay. Our ongoing services are optional, however where you agree to purchase an ongoing service, unless otherwise agreed, the ongoing service will be provided as a follow up to the initial service. Any advice or recommendation that we offer to you, will only be given after we have assessed your needs and considered your financial objectives and attitude to any risks that may be involved. We will also take into account any restrictions that you wish to place on the type of products you would be willing to consider.