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Customer Charter

Imagine Finance and its staff are committed to the FCA Principle of ‘Treating Customers Fairly’ in our day to day non-regulated business activities.

This means that our:

  • Promotional material is clear, compliant, jargon free and appropriately targeted.
  • Staff have thorough training on all products they advise on or sell, understand who these products are or are not suitable for, and are encouraged to challenge product providers where they find inconsistencies, ambiguities or potential unfairness in the product literature or product features.
  • Staff Bonuses ensure fairness to the customer as well as customer satisfaction, rather than only rewarding sales volumes
  • Non Sales Staff are encouraged to find ways to implement ‘Treating Customers Fairly’ guidelines in their day to day business activities
  • Customer Records of instructions, profile/attitude to risk and of the advice and options given before, during and after a sale are fully up to date. This is to help ensure that we treat customers fairly and can deal with any complaints that may arise swiftly and fairly.
  • After Sales Contact with clients where appropriate is available to correct or improve on the service already offered.
  • Customer Complaints Procedure ensures that any complaints are assessed fairly, promptly and impartially, and in line with FCA deadlines and rules.
  • Staff are encouraged to recommend improvements to our service following customer complaints and monitor the outcome.
  • Training at Imagine Finance is relevant and regular in relation to competence, data protection and other matters directly affecting the quality of service offered to our customers at all levels of the business.
  • Senior Management assess and communicate 'Treating Customers Fairly' performance across the business and recommend changes where appropriate and are supported by all staff in promoting 'Treating Customers Fairly' values.

Contact

Tel: 0800 710 1777

Address:
Audley House
Northbridge Road
Berkhamsted
HP4 1EH

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Specialist Financial Services Limited is authorised and regulated by the Financial Conduct Authority, our firm reference number is 676853. You can check our authorisation here. The FCA does not regulate lending to Limited Companies or LLPs, and some lending to consumers on investment property. Specialist Financial Services Limited is a registered data processor and controller with the Information Commissioners Office. Our registration number Z9631996. Please see our privacy policy for more information about how we process your data.

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