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Courteous
service from every employee in our company
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The right
to work with a trustworthy, professional and competent
staff member who will be available to answer questions
and communicate on a regular basis
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The right to a consistent core group of professionals
to service their account understanding their specific
needs.
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The right to expect that information will be communicated
in an understandable fashion
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The
right to offer feedback to any member of the company
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The right to hold us to the highest standards of integrity
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The
right to have confidential information protected
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The
right to expect accuracy and a quality control system
to ensure that accuracy
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The right to expect that our professionals will keep up-to-date
through advanced training
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The right to work with an alternative professional in
the event that a client is dissatisfied with any employee
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The right to understand in advance what services are to
be provided and our fee for such services
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The
right to a reasonable turn-around time for delivery of
services
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The right
to access quality investment products and services
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The right
to expect that as an organization we will act in our clients'
best interest |
