| Without exception, Folk Money Management will perform our services in the following manner. |
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Concern for the well being of our clients. |
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Provide services in an equitable manner. |
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Not exploit clients financially, socially, emotionally, sexually, physically or in any other manner. |
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Disclose any affiliation that may pose a conflict of interest. |
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Not exploit a relationship with a client for financial gain. |
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Insure that fees are fair, reasonable and commensurate with the services performed. |
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All fees are to be discussed and understood with the client or other person accepting responsibility before the service is initiated. |
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Precautions will be taken to avoid harm to a client or his/her property. |
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Respect for the client’s rights will be foremost at all times. |
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A client’s right of privacy and confidentiality will be protected at all times. |
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Maintain detailed and accurate financial reports and records based upon information made available by the client. |
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Achieve and maintain a high level of professional competence. |
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Accurately represent professional experience, training and education. |
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Refer clients to other service providers or consult with other service providers when additional knowledge and expertise are needed. |
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Define our role and business relationship with clients clearly to other professionals. |
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Treat clients, family members, colleagues and other professional service providers with respect, fairness and integrity. |
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