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At OFM we pride ourselves on exemplary professional standards
and credentials in
all aspects of our business. These standards include:
High standards of honesty and integrity in conducting business
and in the provision of financial planning services.
Disclosure to the client of any limitations on the ability to provide
objective advice.
Providing competent advice by maintaining necessary knowledge
and skill.
Ensuring that all advice be fair and reasonable at all times.
That Financial Planners act with due skill, care and diligence
in the provision of advice.
Adhering to the highest standards of professional conduct at
all times.
Maintaining discretion and confidentiality in all clients’ affairs.
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