Our Approach
At Vartan & Son, we are committed to offering our customers the highest possible standards of service. In so doing we are pleased to support the Financial Services Authority initiative ‘Treating Customers Fairly’.
We recognise that both we and our customers have everything to gain if we look after your best interests and treat you fairly in all aspects of our dealings with you.
Our commitment to you
We will:
- provide you with clear information about the products and service we offer, including fees and charges
- ascertain your individual needs, preferences and circumstances before making a recommendation
- only recommend a product that we consider suitable for you and that you can afford – and always the most suitable fromthe available options
- encourage you to ask if there’s something you don’t understand
- give you access to a formal complaints procedure should you become unhappy with our service
How you can help us
To help us give you the most appropriate advice, we will ask you to:
- tell us as much as possible about your income and outgoings, to enable us to properly assess how much you can afford
- let us know if there is any aspect of our service, or of a product we have discussed or recommended that you don’tunderstand
- tell us if you think there are ways we can improve our service
The “Know Your Client” form, which is completed at the outset, clearly identifies the “investment objectives” and “risk profile”, and the appointed Fund Manager maintains close links with the client to ensure that all changes in the client’s circumstances and needs are noted. Every client is introduced to one (or frequently all) of the Fund Managers and regular meetings are encouraged. These meetings range from monthly, through to once or twice a year and depend on the stated needs of the client. The tolerance of each client to losing money is carefully evaluated.
Reviews of the Portfolio and Investment Objectives are carried out on a regular basis, with at least two Valuations being sent out every year. Additional working documents showing current values and current income are regularly sent out and also frequently after transactions have been completed.
Latest News
Leicester Tigers
Successfully Raised £3m in Loan Notes through a Joint Venture between Vartan & Son and Cenkos,
Guernsey in September 2009 .....Read More.