Treating Customers Fairly

Our clients are at the centre of everything we do and everything we do must exceed our clients’ expectations.

We at Jelf Group have always considered that we have Treated Customers Fairly and we are committed to acting in the best interests of our clients at all times.

• We will provide you with full “clarity of the offer” so that you understand what 
   you are buying.

• We will ensure that there are no surprises and that your policy “delivers what’s

    promised” at the time of a claim.

• We will ensure that we will “put things right, if we get them wrong”.

• And we promise “not to take advantage” by engaging with you in an open and

    transparent manner.

We underpin these four business principles within our Treating Customers Fairly policy which requires amongst other things; that we:

• Provide continuous training to ensure our staff have the right skills and knowledge to do

  their jobs effectively 

• Engage in active consultation with you so that we fully understand your needs

  and requirements

• Provide an objective assessment of suitability when making a recommendation

• Communicate in an open, fair and respectful manner with clear, precise, relevant and

  timely supporting documentation

• Provide an appropriate level of after sales service

• Constantly measure and review the effectiveness of our treating customers fairly policy by

  analysing Management Information from all areas of the business and amending our internal processes accordingly to improve the service we offer you.

Our policy is in line with the current guidance from the Financial Services Authority (FSA) and principle six of the FSA that states a “firm must pay due regard to the interests of its customers and treat them fairly”.