our commitment to fair dealing.
At CF&E Investments Group, our senior management are fully committed to achieving fair dealing outcomes for all our customers. As an investment institution rooted in Asia, we are deeply dedicated to building strong relationships and consistently doing what is right for our customers.
In line with this commitment, we strive to:
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Offer only products and services that are suitable for our customers’ needs;
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Ensure our sales staff are well-trained, knowledgeable, and equipped to provide accurate, high-quality information;
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Maintain transparency and keep our customers fully informed at every step;
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Be responsive and attentive to customer needs, addressing complaints promptly and effectively.
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CF&E Investments Group has taken proactive measures to embed fair dealing into our investment practices. These include:
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Strengthening our sales process through enhanced fact-finding, clearer risk disclosures, and additional customer-product suitability checks;
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Increasing training efforts and regularly testing staff to ensure a high level of product knowledge and service capability;
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Maintaining a balanced scorecard approach in staff remuneration, factoring in the quality of advisory processes and customer satisfaction.
CF&E Investments Group remains committed to implementing best practices that uphold the high standards expected of a leading investment institution in Asia.
cf&e whistleblowing programme.
​At CF&E Investments Group, we are committed to the highest level of integrity and value high ethical standards. The Group's Whistleblowing Policy helps to promote a culture that encourages individuals to escalate any concerns or observation of fraud or misconduct. When sufficient information is provided, a thorough and unbiased investigation or assessment will be carried out by an independent party, Internal Audit. All parties will be treated fairly during the investigation and the Group will take appropriate actions based on the findings.