Legal Documents

PAIA Manual

The PAIA Manual is a working document that must be reviewed periodically. It is advisable to review the document on an annual basis. Any amendments must be indicated...

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Complaints Policy

Complaint means an expression of dissatisfaction by a person to a provider or, to the knowledge of the provider, to the provider's service supplier relating to a fin...

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Conflict of Interest

Conflict of Interest means any situation in which a provider or a representative has an actual or potential interest that may, in rendering a financial service to a ...

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TCF Statement

Our mission is to be a recognized and respected provider and our Treating Customers Fairly (TCF) policy is an integral part of that objective. We strive to consiste ...

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