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Acorn Financial Services (AFS) is committed to providing the highest standard of financial advice. Our aim is to make a positive difference to our customers' financial circumstances. We take very seriously the requirements of our Regulator, the Financial Service Authority (FSA), in particular the requirement to treat our customers fairly. We strive to do this in all that we do.
We undertake that all of our actions will be guided by the principle that the interests of our customers are paramount. Our systems and procedures are designed to place our customers at the heart of our business.
In our dealings with you, you can expect that:-
- We will be open and transparent in the way we deal with you;
- We will not place our interests before yours;
- We will communicate clearly and without the use of jargon;
- We will inform you of our charges before undertaking any work for you;
- We will deal with any complaints promptly and fairly.
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As examples of how the principles and guidelines mentioned above work in practice in our business we set out below details of what you can expect from us in various areas of our business.
When we give advice
We will only recommend suitable investments and other products after finding out sufficient information about your circumstances to be able to advise properly. Our advice will be guided only by what is best for our clients.
We will set out in writing and in clear concise terms why we have recommended any particular investment or product.
We will agree with you in advance how you prefer to remunerate us for our services using our Client Fee Agreement. If any commission is to be paid to us because you decide to invest in any product or investment we will tell you how much this is in the relevant Key Features Illustration and the amount payable to us by the provider will always be consistent with the Tables given in your copy of the "Key Facts about the cost of our services".
In the event that there is any conflict of interest between us we will tell you about it as soon as we can after becoming aware of it. |
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