Eureka Financial Solutions is an Appointed Representative of Openwork Limited which is authorised and regulated by the Financial Services Authority
To deal openly and honestly at all times and behave with confidentiality,
to give you correct advice and information to enable you to make informed decisions, and to
honour any promises and representations we make.
We will do this by:
- Ensuring we have accurate information through factfinding to know you and understand your circumstances.
- Clearly identify your needs and deal with those that are a priority in a clear, concise and fair way
- Discuss all of your options and ensure we disclose clearly any key facts
- Recommend solutions within your budget and use our expertise to match products to your needs.
- To do what we promise in terms of service in a clear and concise manner
a shared committment - how we’ll work together
We think it’s important to agree how we will work with you right from the beginning.
We therefore promise to:
- Complete a fact find with you, so that we can make recommendations that meet your needs.
- Put our recommendations in writing, so that you can see what we have recommended and why.
- Agree with you how often we’ll meet, the format of our meetings and what we’ll discuss.
- Keep in touch with you as frequently as you want us to and in the way you choose.
In return we will expect you to:
- Give us all relevant information on your financial needs and areas of interest, now and in the
future. This includes giving complete and accurate information on any applications you make to
ensure the products you buy give you the protection you need.
- Keep us up to date with your financial circumstances and contact us if you have any questions.
