Page 9 - Carpe Diem Guide to Our Services
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Our Client Charter
• We aim to provide a fully • We can confirm that we adhere • Our processes and procedures
comprehensive service to all to the principles of “Treating follow the guidelines as laid
of our clients Customers Fairly” as prescribed down by our business support
• We are confident that we will by our regulator the Financial network - Positive Solutions
deliver a high quality service Conduct Authority (Financial Services) Limited,
that will be amongst the best in • If any material interest or which is authorised and
the financial services industry conflict of interest should arise regulated by the Financial
• We continually strive to improve in business that we are arrang- Conduct Authority
our professionalism through ing for you, we will let you know • If you wish to comment on the
personal development and ask for your consent before services we provide, we are
we carry out your instructions always pleased to receive your
feedback as we seek to treat our
clients as we would wish to be
treated. If, at any point you are
dissatisfied with my service, we
will always do our very best to
put it right
If you wish to register a complaint,
please contact us:
In writing: Customer Relations Officer, Positive Solutions
(Financial Services) Ltd, Riverside House, The Waterfront,
Newcastle upon Tyne. NE15 8NY.
By phone: Telephone 0871 700 1111 Ext 2220
If you cannot settle your complaint with us, you may be entitled
to refer it to the Financial Ombudsman Service.
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