Treating Customers Fairly

Both Advisers and Employees of Orb are responsible for implementing our mission statement in line with the Professional Standards, Compliance and Training and Competence scheme of OrbFinancial Services.

Current Position

The primary objective of our 'Treating Customers' Fairly' plan is to ensure we meet the FSA's directive that “firms must pay due regard to the interests of their customers and treat them fairly”.

Please download a copy of Orb's Customer Charter below

PDF

Orb Customer Charter

Orb Customer Charter

Some documents are in pdf format, which can be read using Adobe Acrobat Reader.  This software is available free from the Adobe web site. Click on the logo below to download it:

Orb is a trading name of Orb Financial Services Limited which is an Appointed Representative of Sage Financial Services Ltd, which is authorised and regulated by the Financial Services Authority. Sage Financial Services Ltd is entered on the FSA register (http://www.fsa.gov.uk/register/home.do) under reference 150452.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

© IFA Systems Ltd