Code of Ethics & Conduct

The Personal Finance Society is a member of the Chartered Insurance Institute Group and has adopted the Code of Ethics and Conduct in its entirety. The Chartered Insurance Institute (CII) encourages the highest professional and ethical standards in insurance and financial services worldwide.

The Council and membership of the CII/PFS look to all members, to meet these standards and to maintain the reputation of the CII/PFS by following this Code of Ethics and Conduct (the Code). It sets down the principles which all members of the CII/PFS should follow in the course of their professional duties.

The CII sets professional and ethical standards for insurance and financial services professionals worldwide.

As a member of the CII Group, the PFS has adopted the Code of Ethics and Conduct in its entirety.

The Code is a powerful tool for members – it is as much a mark of distinction as the designations on your business card.

The Code is the foundation of trust in your person and in your business. The Code creates confidence in you and in the profession.

Duties of membership

The Code of Ethics and Conduct gives clear guidance on how to act in relation with the many stakeholder groups in the conduct of your professional business.

Core values

RELATIONS WITH CUSTOMERS
WORKING WITH REGULATORS AND THE LAW
YOUR ROLE IN THE COMMUNITY
YOUR RESPONSIBILITIES AS A MEMBER OF THE PFS

Members are obliged to comply with this Code. If they do not comply, this may result in the CII/PFS taking disciplinary action against the member.