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Credo's Statement to Customers


At Credo we are committed to offering our customers the highest possible standard of service. In so doing we are pleased to support the ‘Treating Customers Fairly’ initiative of the Financial Services Authority which we have incorporated into our mission statement.

We recognise that we have as much to gain as you, our customers, when we look after your best interests and treat you fairly in all aspects of our dealings with you and so we are recording our existing commitment to you in this document.

Our commitment to you

  • To provide you with clear information about the products and
         services we offer you, including fees and charges;
  • To ascertain your individual needs, preferences and
         circumstances before recommending a product to you or
         investing in a product for you;
  • To deal openly and punctually with your queries;
  • To meet or speak with you on a regular basis;
  • To only recommend products and services that we believe are
         suitable or appropriate for you;
  • To manage conflicts of interest fairly, both between ourselves
         and our customers and between customers themselves;
  • To encourage you to ask if there is anything that you don’t
         understand;
  • To encourage you to give us feedback (whether positive or
         negative) on our services; and
  • To give you access to a formal complaints procedure should you
         become unhappy with our service.

    • How you can help us

    You can assist us to provide you with the products and services that are suitable for you by:

  • providing us with information relating to your financial position
         and personal background to enable us to offer you tailored
         products that are appropriate for you;
  • informing us of any changes to your financial or personal
         information, in a secure manner, to ensure that we keep our
         records up to date;
  • letting us know if there is any aspect of our service, or of a
         product we have discussed or recommended that you don’t
         understand or you are not happy with; and
  • telling us if you think there are ways we can improve our
         service.

    • Feedback

    Should you have any comments (positive or negative) regarding the implementation of our commitment to you or any service that we provide to you (or you have any question) please tell us by contacting your relationship manager and/or send your comments to feedback@credogroup.com

    Thank you for choosing Credo.