Code of Conduct

  • Place Customer’s interests before our own;
  • Preserve and maintain privacy and confidentiality of information communicated/exchanged in between within the ambit of our responsibilities;
  • Refuse to participate in any business relationship or accept any gift that could reasonably be expected to affect independence, objectivity or loyalty to the client;
  • Use reasonable care and prudent judgment when managing and conducting client’s affairs;
  • Deal transparently, fairly and objectively with the clients when providing information, forming opinion, making recommendations or taking action;
  • Have a reasonable and adequate basis for decisions of client’s affairs and act only after undertaking due diligence to ensure that there is a sufficient knowledge about client’s business & industry;
  • Employ appropriate & adequate human and technological resources to thoroughly analyze, implement and monitor customer’s affairs delivering performance;
  • Ensure that performance is transparent, fair, accurate, relevant, timely and complete. It must not misrepresent the performance of client’s affairs;
  • Provide adequate disclosures to the clients on an ongoing and timely basis
  • Ensure that disclosures are prominent, truthful, accurate, complete and understandable and are presented in a format that communicates the information effectively
  • Maximize client’s value by assuring of best execution at all times for all clients indifferently and independently;