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Symponia - Customer Charter
Very few advisers, and even fewer
large companies, are willing to commit verbally to
a service standard let alone put one down on paper.
In keeping with our philosophy of care we are happy
to publish our own charter.
Symponia members promise:
-
To respond to your initial or follow up enquiry
within one working day of receipt.
-
To treat you and your family with the utmost respect
and courtesy.
-
To always send your formal written communications
by first class post.
-
That if you book an appointment, we will always
send you a confirmation letter (unless the appointment is booked
for less than two days hence).
-
That we will always provide you with the mandatory
documentation.
-
That we will always send you your follow up report,
illustrations and Key Features Document either within five working
days of the appointment /consultation, or within two working days
following receipt of final underwritten figures (whichever is appropriate).
-
To keep you informed about the progress of your
application and/or investment on a regular basis.
-
To always send you your policy documents within
one working day of receipt.
Source: Symponia 20/04/08 [top]
Notes & Disclaimers
- Guides (which includes all
information, data and views expressed) on this site
are brief introductions, as such they cannot be relied
upon: full research needs to be conducted or professional
advice sought before investment and financial decisions
are made.
- In the case of new investments,
pensions, insurances or mortgages, literature from
the investment provider needs to be read and understood:
including product guides, key features and illustrations,
which give details of product aims, benefits, risks,
commitment needed, charges and commissions, before
financial decisions are made and action taken.
- Guides published on this site express
the opinions of the authors which may not always concur
with our own if from other organisations.
- Guides are published by the permission
of the authors and/or copyright holders.
- You will be leaving our website to
access some of the above. We may not always concur with
data and opinions expressed and are not liable for the
content.
- Your home is at risk if you do not
keep up repayments on a mortgage or other loan secured
upon it, this can include some forms of equity release.
The FSA do not regulate some types of mortgage.
- Past performance is not an
indication of future returns.
- The price of bonds, properties
and shares, income from them and investments in them
can rise and fall.
- Investments in bonds, property
and shares should be deemed mid to long term, meaning
at least five years. Early surrender increases the
risk of the investor receiving back less than invested.
- Investments in capital protected
funds are only as good as the ability of the investment
provider and/or any guarantors to meet their liabilities.
A default on their part may mean that the investor
receives back less than invested.
- Tax concessions and legislation
may change and reduce the benefits of investments.
03/01/07
|
|
Guide to Long Term
Care & Paying Care Fees
Notes & Disclaimers
- Guides (which includes all information, data and views expressed) on this site are brief introductions, as such they cannot be relied upon: full
research needs to be conducted or professional advice sought
before investment and financial decisions are made.
- In the case of new investments,
pensions, insurances or mortgages, literature from the
investment provider needs to be read and understood: including product guides, key features and illustrations, which give details of product aims, benefits, risks, commitment needed, charges and commissions, before financial decisions are made and action taken.
- Guides published on this site
express the opinions of the authors which may not always
concur with our own if from other organisations.
- Guides are published by the permission
of the authors and/or copyright holders.
- You will be leaving our website to access some of the above.
We may not always concur with data and opinions expressed
and are not liable for the content.
- Your home is at risk if you do
not keep up repayments on a mortgage or other loan
secured upon it, this can include some forms of equity
release.
The FSA do not regulate some types of mortgage.
- Past performance is not an indication
of future returns.
- The price of bonds, properties
and shares, income from them and investments in them can
rise and fall.
- Investments in bonds, property
and shares should be deemed mid to long term, meaning at
least five years. Early surrender increases the risk of
the investor receiving back less than invested.
- Investments in capital protected
funds are only as good as the ability of the investment
provider and/or any guarantors to meet their liabilities.
A default on their part may mean that the investor receives
back less than invested.
- Tax concessions and legislation
may change and reduce the benefits of investments.
03/01/07
|
|
