Principles Guiding Every Action
- At all times, act in the best interest of our clients.
- Provide information that enables our clients to make informed decisions.
- Be fully transparent in all dealings with our clients. Readily provide all relevant documentation as may be requested and ensure the validity and accuracy of all documentation provided.
- Communicate with clients regularly. Consistently deliver reports and distributions on time.
- Respect client’s confidentiality and take prudent steps to protect their personal data.
- Be professional, efficient and responsive in all dealings.
- Act in the spirit of this Code and encourage others to do the same.