Doing the right things – and doing simple well
Our aim is to present a high calibre structured product provider, a carefully considered approach to structured products and a level of support and service which professional advisers and their clients can be genuinely confident in.
We aim to ensure that client-centric, best practice governance and compliance underpins all that we do.
To our minds, good governance is more than just a regulatory requirement: instead, we believe that it is a core value … and we think many professional advisers share this view.
Of course, saying this is one thing … but demonstrating we mean it is key.
Our website provides access to a full overview of our product governance process and the collateral materials, inputs and resources that we provide to professional advisers using our plans with their clients.
We are keen to engage closely with the professional adviser firms who use our products, to discuss and address the importance of everybody understanding what ‘good’ looks like and being aligned in advancing client-centric, best practice.
Importantly, we think that achieving best practice processes and outcomes for both investors and professional adviser firms requires manufacturers and distributors to work closely together, in a joined-up approach.