Client facing resources
Use the resources below to highlight your professionalism, high standards and commitment to our Code of Ethics with prospective and current clients. They're a great way to demonstrate the benefit of working with a qualified member of the leading professional body for the financial planning sector.
The brochure introduces clients to the Society and the commitment you have made to our Code of Ethics and duties of membership. It comes in packs of 25 and you can order a maximum of 2 packs per request. There is no limit to how many times you can re-order throughout the year. To order please email Customer Services with the following details:
- Delivery Address
- Number of packs you require (1 or 2)