Articles

The ethics of wills... what would you do?

24 Feb 20
by Cris Parker
You work in financial advice and have good a relationship with a number of your clients. You are Executor of the Will for one of your long-standing clients who passed away recently.

The ethics of expense claims... what would you do?

12 Feb 20
You are the line manager for a team of people in your company in the finance sector. One of your key staff members is excellent at her job and is known for her ability to generate a high amount of income for the company - none of your other staff members come close to her in terms of this...

The Ethics of Managing People... What Would You Do?

06 Feb 20
Ethical dilemma The ethics of managing people... What would you do? Photo by Joshua Ness on Unsplash You are the head of your department in a large organisation and have a good relationship with the majority of your staff. Recently you noticed that one of your senior female employees - a married woman - has been making advances towards a junior male employee. There is no indication of harassment, but a lot of coffee breaks together and subsequently the productivity of both parties...

The Oath

  • Trust is the foundation of my profession.
  • I will serve all interests in good faith.
  • I will compete with honour.
  • I will pursue my ends with ethical restraint.
  • I will help create a sustainable future.
  • I will help create a more just society.
  • I will speak out against wrongdoing and support others who do the same.
  • I will accept responsibility for my actions.

In these and all other matters;
My word is my bond.

The Vision

A banking and finance industry that meets the community’s needs and has its full confidence thereby fulfilling its integral role in society.