Treating Customers Fairly

Treating Customers Fairly (TCF) is at the forefront of our Company and we will always ensure that:

  • Customers are confident that they are dealing with a company where the fair treatment of customers is central to our culture.
  • Products are designed to meet the needs of identified customer groups and are targeted accordingly.
  • Customers are provided with clear information and are kept appropriately informed before, during and after the point of sale.
  • Customers receive advice that is suitable and takes account of their circumstances.
  • Customers are provided with products that perform as they have been led to expect and the associated service is both of an acceptable standard and as they have been led to expect.
  • Customers do not face unreasonable post-sale barriers imposed to change product, switch provider, submit a claim or make a complaint.

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We will use your name, email address and contact number (‘personal information’) to contact you about the services you have requested or respond to an enquiry you have submitted, which will require us to share your personal information with our group, companies, electronic verification providers, product providers or other financial firms such as lenders, banks, insurers, fund managers and platform providers. For further information on how your information is used, including disclosure to third parties, how we maintain security of your information and your rights in relation to the information we hold about you, please see our privacy policy

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