This Code outlines the minimum ethical standards that we, Assist Finance, demand of ourselves, and our Accredited Business Partners, at all times.

  • Comply with all legal and regulatory requirements.

    We'll also ensure we maintain a clear and comprehensive understanding of these laws and regulations, updating our knowledge as and when changes occur.
  • Maintain client confidentiality in all dealings.

    Any personal or company information divulged by a client, whether financial or otherwise, will be considered absolutely confidential. Such information will be passed on to other parties only with the client's express permission in order to complete specifically requested transactions.
  • Avoid all conflicts of interest.

    This will of course include the provision of all product advice and the subsequent receipt of commissions. All recommendations given to clients will be fully substantiated and proven to be in their best interests.
  • Continued Professional Development.

    Ensure that we are always at the forefront of technological change and keep ourselves continually up to date with both market and product changes to ensure that the delivery of our services continues to be market leading.
  • And above all, act with honesty and integrity.

    This applies to absolutely everything we do or say - in the advice we provide, written communication, advertising, our financial dealings and customer applications.




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