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CODE OF ETHICS

Financial Advisors subscribe to a Code of Ethics developed by Liberty. This self-regulation is perhaps the first test of ethics and professionalism called for by every Financial Advisor.

What does it mean to have a culture of champions?

CODE OF ETHICS

CULTURE 1

CLIENTS


Did I put my clients first and treat them fairly at all times?

CULTURE 2

PROFESSIONALISM & COMPLIANCE


Did I conduct myself professionally? Did I understand and comply with the necessary laws, rules and regulations?

CULTURE 3

AMBASSADORSHIP


Did I behave like a good Liberty Tied Brand Ambassador?

CULTURE 4

TRUST


Did I build trust with my clients?

CULTURE 5

SKILLS


Did I recognise any areas in which I might need to improve my skills or levels of understanding?

CULTURE 6

HONESTY


Did I act with honesty and integrity at all times?

CULTURE 7

QUALITY ADVICE


Did I provide the right quality of advice?

CULTURE 8

RESPECT


Did I treat my colleagues and business partners with respect and dignity?

CULTURE 9

CONFIDENTIALITY


Did I maintain the required level of confidentiality?
  • Can I do better tomorrow in order to be part of the best sales force in the world ?

About Us

EQ-FIN is a company driven by a purpose: we want to secure the future dreams, aspirations and plans everyone has for themselves and their loved ones.

Top of mind in the business are the key stakeholders - clients, financial advisors, staff, Liberty colleagues and our shareholder Liberty.

More About EQ-FIN

Liberty Group Limited is an Authorised Financial Services Provider (Licence No: 2409)

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