At Aynsley and Associates, we endeavour to do the right thing. This means acting and advising in a way that delivers the best client outcomes. We recognise that this is built from the ground up, so Aynsley and Associates have developed standards of conduct that help facilitate our culture, processes, and advice.
Act with honesty, care, integrity and transparancy
Prioritise client interests first
Undertake advisory duties with professionalism, competence and skill
Continuously innovate processes
Treat clients with respect
Make reasonable efforts to ensure our clients understand the advice being provided to them. Including the benefits and limitations.
Ensure clients understand the risks of changing policies and the key features of products recommended (including exclusions).
Clients understand the risks of non-disclosure
Have an internal complaint handling process and endeavor to find a satisfactory resolution in the event of a complaint
Make recommendations that meet the needs and expectations of clients
Compliant processes are undertaken
Client information is kept secure and confidential at all times
Accurate records are kept of all interactions