Our mission is to develop the activities of all our members and to continually take their personal and professional lives to the next level. Therefore, we strive to open doors to new opportunities, enable them to make new contacts, gain experience, educate themselves and realize their goals and professional visions.
As part of this work, we as an association have also developed a strategic framework that is the focal point of all our activities and sets the direction our association will take. It therefore underpins all the activities of the association and is the rudder not only for our strategic but also for our organisational decisions.
The backbone of the strategic plan is primarily the values and commitments to which every member of the Association should adhere, both from the management side and from the member’s position as a financial advisor. These values are fundamental to the direction of the Association as a whole, and every decision should be made in a way that is consistent with them. These values include in particular:
- To help maintain client confidentiality and protect clients' right to privacy
- Aim to meet the needs of clients in the area of financial advice so that clients always feel that their interests are paramount
- To provide its services in a proper and timely manner
- To continually develop their knowledge and skills in the industry to ensure the utmost professionalism and expertise
- To act in accordance with the law and all legal requirements at all times
- Maintain good relationships within the financial adviser community, supporting, developing and helping each other.
