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Statement of investor rights

Wednesday, August 6th 2014, 9:00AM 1 Comment

I found this the other day, a Statement of Investor Rights, which has been devised by the CFA Institute.

It says professional advisers should provide it to clients "to show that you are committed to fundamental ethical principles. Let your clients know that they can trust you to provide the service they expect and deserve."

Read the statement here

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Comments from our readers

On 6 August 2014 at 4:24 pm Gavin Austin ABCompliance said:
The statement aligns nicely with the AFA Code Standards and would be a valuable addition to any client information pack that advisers use.

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HSBC Premier LVR > 80% - - - -
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ICBC 5.15 3.18 3.18 3.20
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Pepper Money Near Prime 5.64 - 5.44 5.44
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