We believe in providing relevant information, quality advice and appropriate recommendations to help customers with their financial planning.

We are committed to dealing fairly with our customers by:

  1. Responding honestly to our customers’ needs and requests;
  2. Tailoring appropriate financial outcomes for our customers;
  3. Deepening competencies of our financial advisors; and
  4. Communicating with our customers in a clear and transparent manner.

The Group Fair Dealing and Conduct Committee, which is chaired by the CEO, oversees fair dealing matters across the Group. As practices on fair dealing and suitability are inextricably linked with conduct, conduct and risk culture were added to the mandate of the committee since 2018.

 Read our latest Sustainability Report to find out more about our initiatives around fair dealing.

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