Treating Customers Fairly
Treating you fairly
The fair treatment of customers is central to the corporate culture of the Ellis Bates Group. We promise that we will do all of the following, no matter what service we are providing, whether you are an individual, institution or corporation.
- We will treat you as a retail customer for any investment business we arrange (this gives you the highest level of protection you can get).
- We will check with you what level of service you need and how you can pay us before we start any work.
- We will offer you the best advice we can to suit your needs, circumstances and budget.
- We will treat all the information you give us as private and confidential.
- We will avoid any conflict of interests in our dealings with you.
- We will confirm our advice and recommendations in writing.
- We will give you clear information and keep you up to date whilst we are providing our service to you.
- We will not stop you if you want to make a complaint.