• Assess and provide advice to meet your needs and circumstances;
• Introduce you to a range of product and service providers in order to meet your requirements;
• Administer cases and assist processing of applications;
• Tell you about any changes to products and service we have arranged for you;
• Inform you about products and services we think may be suitable for you (unless you ask us not to send you this information).
• Complying with the regulations set out by the Financial Conduct Authority and other regulators as required;
• Preventing financial crimes such as money laundering and fraud by passing your details to other relevant bodies such as the police and National Crime Agency where required.
• Analysing our business for trends and research how we can improve our services to customers;
• Reviewing the work we have carried out for you to ensure we have met the regulations and quality standards;
• Ensuring we are able to exercise or defend legal challenges in the future.