Duties information

I have duties under the Financial Markets Conduct Act 2013 relating to the way that I give advice.

I am required to:

• give priority to your interests;

• exercise care, diligence, and skill;

• meet standards of competence, knowledge and skill set by the Code of Professional Conduct for Financial Advice Services

• meet standards of ethical behaviour, conduct and client care set by the Code of Professional Conduct for Financial Advice Services.

More information on my duties is available on request. Click here to contact us.