Baker & Co Financial Solutions Ltd

TREATING CUSTOMERS FAIRLY CHARTER

1. As a company the fair treatment of clients is central to the culture of our brokerage.

2. We will ensure that any products or services marketed or sold by Baker and Company Financial Solutions are designed to meet your needs in line with your objectives and aspirations.

3. We will provide you with relevant information and ensure that you are kept appropriately informed before, during and after the point of sale.

4. Where we make a recommendation and give advice we will ensure that it is suitable and takes account of your circumstances.

5. Where it can be reasonably expected for products recommended, the service and performance is of an acceptable standard and in line with your expectations.

6. We will endeavour to ensure that you do not face unreasonable post-sales barriers imposed by providers to change product(s), switch provider, submit a claim or make a complaint.