CREDIBILIS CODE OF ETHICS AND PROFESSIONAL RESPONSIBILITY
Client First
Place the client’s interests first.
Fairness
Be fair and reasonable in all professional relationships. Disclose and manage conflicts of interest.
Confidentiality
Protect the confidentiality of all client information.
Integrity
Provide professional services with integrity.
Professionalism
Act in a manner that demonstrates exemplary professional conduct.
Diligence
Provide professional services diligently.
Objectivity
Provide professional services objectively.
Competence
Maintain the abilities, skills and knowledge necessary to provide professional services competently.
TESTIMONIALS
I came to know about CREDIBILIS through a friend who recommended that I speak to him to learn how to be more prudent and wiser with my finances. I’ve been with him for the past 5 years, and it’s been great. They have recommended various investment and insurance products to better cover my family and help take care of our long-term financial needs. They are quite approachable and open in sharing information about the products and market, making it easier for me to balance my long-term financial needs with my more immediate needs. I would be happy to recommend their services to others.”
“CREDIBILIS’s team treats me more like a friend than a client. They advises me on investments and other financial related matters based on my needs rather than promoting products for their advantages. Their professionalism is displayed through their consistent updates of my investment portfolio, putting me at ease amid my busy life. It is a comfort to know that my investments are in good hands. They have always given me advices that have time and again proven to be fruitful.”
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Families Managed
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CRORE AUA
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Yrs of Experience
WHY CHOOSE US
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