Treating Clients Fairly

At Vision, we will always aim to treat every client fairly and honestly. We are authorised and regulated by the Financial Services Authority (FSA), and adhere to their guidelines in this area.

The FSA has identified six financial outcomes that demonstrate that a firm is treating its clients fairly, which are as follows:

THE SIX CONSUMER OUTCOMES

Outcome 1: Consumers can be confident that they are dealing with firms where the fair treatment of customers is central to the corporate culture.

Outcome 2: Products and services marketed and sold in the retail market are designed to meet the needs of identified consumer groups and are targeted accordingly.

Outcome 3: Consumers are provided with clear information and are kept appropriately informed before, during and after the point of sale.

Outcome 4: Where consumers receive advice, the advice is suitable and takes account of their circumstances.

Outcome 5: Consumers are provided with products that perform as firms have led them to expect, and the associated service is of an acceptable standard and as they have been led to expect.

Outcome 6: Consumers do not face unreasonable post-sale barriers imposed by firms to change product, switch provider, submit a claim or make a complaint.

For further information on Treating Customers Fairly please visit the FSA website by clicking on the following link:

http://www.fsa.gov.uk/Pages/Doing/Regulated/tcf/index.shtml

 

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Independent Financial Advisers

01326 210904
info@visionifp.co.uk

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