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As examples of how the principals and guidelines mentioned above work in practice within 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 financial products after finding out sufficient information about your circumstances to be able to advise properly.
- Our advisers will be guided only by what is best for you , our client /s
- We will set out in writing and in clear concise terms why we have recommended a particular investment or product.
- We will inform you in advance of our charges and how these should be paid. If any commission is paid because you invest in any product or investment then we will tell you how much this is.
- In the event that there is any conflict of interest between Cameron Chase Ltd and you we will advise you about this as soon as we can after becoming aware of this.
- We will keep comprehensive records of our transactions with you and will record your attitude to risk.
- Where appropriate, and when agreed between us, we will monitor your investment /s and any other financial products and contact you to let you know how they are doing.
When we deal with you
- When you contact Cameron Chase Ltd you can expect that we will be polite and courteous.
- All our staff are trained in dealing with our clients and treating them fairly.
- When we write to you we will be clear and straightforward; we will try not to use jargon or technical terms. We will be happy to discuss or clarify any matter.
- All our staff will treat our client /s both fairly and impartially and we will strive to continually find ways of improving our services.
- All our staff at Cameron Chase Ltd are trained properly for their roles. All our financial advisers are qualified and our fully trained in respect of the financial advice and financial products they advise on.
If things go wrong- If you are not happy with any aspect of our service then you can expect that your complaint will be handled professionally, impartially and in accordance with the procedures laid down by our regulator, the Financial Services Authority (F.S.A).
- We are insured as required by the regulations of the Financial Service Authority
- We will provide details of our complaints procedures upon written request.
We hope that you will find using our services to be both a pleasant and straightforward experience. We always welcome comments and observations about the way we deal with our clients and would encourage that you contact Cameron Chase Ltd if you have any comments about any aspect of our service.
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