Birmingham-headquartered funding supervisor EFG Harris Allday has been awarded CISI Chartered Agency standing.
EFG Harris Allday is the funding administration arm of EFG Non-public Financial institution Restricted and has three additional regional workplaces within the UK.
It supplies funding options for purchasers, households, trusts and charities.
Richard Killingbeck, managing director of EFG Harris Allday, stated the agency’s achievement of Chartered standing demonstrates the success of its long run relationships.
He stated: “We’re delighted to have been assigned CISI Chartered Agency standing. We pleasure ourselves on the long-term relationships we now have constructed with our purchasers, established by our excessive ranges of service and successes in serving to our purchasers’ to realize their monetary targets.”
Chartered agency standing is awarded by skilled physique the Chartered Institute for Securities & Funding and is designed to indicate {that a} agency is working on the highest ranges of trustworthiness and professionalism.
The factors for reaching CISI Chartered Agency standing embody {that a} agency ought to have regulatory recognition, no less than 50% of workers in its core space should be individually Chartered with the CISI, a CISI {qualifications} and CPD programme must be in place and the agency’s goal and values should align with the CISI Code of Conduct.
The CISI additionally awards the Licensed Monetary Planner designation.
Tracy Vegro, chief government of the CISI, stated: “With their confirmed dedication to the very best requirements of professionalism, integrity and ethics, we’re delighted to welcome EFG Harris Allday as a CISI Chartered Agency.
“This gold-standard achievement demonstrates that the buyer is central to their agency’s focus, underpinned by a dedication to lifelong studying and persevering with skilled growth.”