We believe that in order to work most effectively with our clients we need to make a number of commitments. The following mutual commitments form part of our formal agreement with clients:

Our commitments to you

• We will always act impartially and your interests will come first at all times.
• To treat you fairly, as we would want to be treated ourselves.
• To tell you what we will do and what we won't.
• We will be friendly, courteous and responsive.
• We will act with integrity, honesty and openness.
• We will be totally transparent with regard to our dealings with you.
• We will respect your confidentiality.
• We expect to develop a long-term partnership with you, to help you achieve your goals.
• Expectation management is crucial to any relationship; therefore, we aim to meet agreed deadlines and will update you as early as possible if we cannot.
• We measure our success based on your perception of our service.
• If we do fall short of your expectations, we will endeavour to make amends and if applicable, make financial restitution.

What we ask of you

• You will be open, frank and honest with us at all times.
• To advise us as early as possible of any concerns you have about our work.
• To provide feedback about our service to help us to innovate and improve.
• To provide us with all the information we need to work with you on your strategy.
• To make the necessary time available to play your part in both the creation and implementation of your strategy.
• To the extent that they are affordable, you will make available the financial resources necessary to implement our recommendations.
• You will give consideration to introducing us to people who you believe would benefit from working with us.