CORE VALUES

 

As a Corporate authorised representative of Affinia Financial Advisers and a Certified (CFP) Member of the Financial Planning Association (FPA), Bamboo representatives abide by the following Code of Ethics to maintain a high standing in the community and gain our clients trust for long lasting relationship.

 

1- Integrity

We observe high standards of honesty & integrity in conducting and providing financial planning services.

 

2- Objectivity

We are objective in providing advice and services . We will be transparent in information you the type of advice you will be receiving.

 

3- Competence

We provide competent financial advice by maintaining up to date knowledge ,skills & qualification. Our senior adviser holds both a Masters in Financial Planning and is a Certified Financial Planner.

 

4- Fairness

We provide advice and service in a manner that is fair, honest and reasonable.

 

5- Diligent

We act with due skill, care and diligence in the provision of financial planning services

  1. Professionalism
    We ensure all conduct and priorities brings credit to the profession and to our clients
  2. Confidentiality
    We do not disclose any confidential information without the specific consent from you unless compelled to do so by law, or as required to fulfil any legal obligations.
  3. Compliance
    We ensure all conduct complies with Affinia’s Financial planning’s professional Standards, relevant legislation and regulations.