Our partnership code
We expect a lot of our IFA Partners. We expect you to be friendly, approachable, courteous, professional, ethical and knowledgeable about the financial world we now all operate in. Above all, you need to be an expert. It is this mixture of personal and professional qualities that will mark you out - and your desire to be totally objective and to look at your clients’ situations in an ‘altogether individual’ way.
We have promised your clients that once you have established a positive relationship with them that you will look at all the financial possibilities in a holistic way. Viewing old problems in new ways. Bringing a fresh eye and an original approach to their short and long-term planning. It is not only the way that an IFA Partner treats a client that is important – so is the manner in which our IFA Partners treat each other. That is why we have a Partnership Code. All our IFA Partners subscribe to this code – as well as our staff, IMBs, shareholders and directors. The code is a statement of principle – and a promise to our clients.
We have promised your clients that once you have established a positive relationship with them that you will look at all the financial possibilities in a holistic way. Viewing old problems in new ways. Bringing a fresh eye and an original approach to their short and long-term planning. It is not only the way that an IFA Partner treats a client that is important – so is the manner in which our IFA Partners treat each other. That is why we have a Partnership Code. All our IFA Partners subscribe to this code – as well as our staff, IMBs, shareholders and directors. The code is a statement of principle – and a promise to our clients.
The Code
Positive Solutions is an organisation whose purpose is "To help our clients, understand, protect, and increase their assets".We refer to all members of Positive Solutions as Partners, this includes staff, IFA firms, shareholders, and directors. All Partners subscribe to our Partnership Code which sets out explicit principles as to how they deal with private clients and other members.
YOUR POSITIVE SOLUTIONS PARTNER WILL:
YOUR POSITIVE SOLUTIONS PARTNER WILL:
- Give impartial, independent advice
- Act for you at all times, not for any product or service provider. He or she is your adviser and must always put you first
- Be honest and open with you
- Give you written Terms of Business before giving you any advice
- Give you a written report or letter explaining his or her reasons for any recommendations
- Be a qualified, experienced financial planner, which means he or she has passed (as a minimum) the Chartered Insurance Institutes full Financial Planning Certificate examinations
- Be considered financially fit to conduct investment business
- Be subject to ongoing examination to determine whether he or she is still financially fit to conduct investment business
- Keep increasing his or her own knowledge and professionalism through ‘continuous professional development’
- Be part of a larger network of similar professionals and product specialists, which helps to ensure that you always have access to up-to-date information
- Have access to leading technology to help him or her do the research and administration needed for private clients
- Give you access to the Positive Solutions organisation and any data that we hold on your behalf.
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Read more on why Positive Solutions is right for you.
Download our What Makes PS Altogether Individual Recruitment Brochure
Download our A Positive Move for You & Your Business Recruitment Brochure
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