LPJ Financial Services PTY Ltd is registered with the FSB under the license number 32543 and is fully compliant with FICA and FATCA.

+ We comply with (TCF) “Treating Customers Fairly”

+ WE ARE REGISTERED WITH THE FSB UNDER LICENSE FSP NUMBER 32543

We comply with the

TREATING CUSTOMERS FAIRLY POLICY (TCF)

Treating Customers Fairly is a core principle of our company and the way we conduct our business. 

We are constantly striving to improve our service and develop new and innovative ways to communicate our services and new product information to you.

Central to our Treating Customers Fairly philosophy is our commitment to providing clear and concise information, free of “jargon” and written in plain English.

These are the key factors which determine our policy of Treating Customers Fairly:

  • • You can be confident that you are dealing with an FSP which holds the fair treatment of our customers as central to our corporate culture.
  • • Products and services marketed and sold in the retail market are designed to meet the individual needs of our customers.
  • • Our customers are provided with clear information and are kept appropriately informed before, during and after the point of sale.
  • • Where we offer advice to our customers, the advice is suitable and takes account of their individual circumstances.
  • • Customers are provided with products that perform as we have led you to expect, and that the associated service is of an acceptable standard, and is as you have been led to expect.
  • • Customers will not face unreasonable post-sale barriers imposed to change products, switch providers, submit a claim or make a complaint.
  • • We will ensure that any complaints or grievances are handled in a sympathetic, positive and professional manner.

FEEDBACK

Your feedback is important to us.  We want to know whether your experience of us lives up to your expectations.

If you have any feedback, good or bad, let us know, because your views are vital to helping us improve our service to you in the future.

To send us your feedback, please email liana(@)lpj.co.za and send us your thoughts.

Debbie Smith

Compliance Officer Practice number 4851

M: 074 1877 325

F: 086 606 9660

dsmith@compliancesolution.net

    www.compliancesolution.net

© Copyright LPJGroup 2018

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CONTACT DETAILS

  • +27 (031) 564 9100
  • admin(@)lpj.co.za