At Lotus Effect we pride ourselves on exemplary professional standards
and credentials in all aspects of our business. These standards include:

INTEGRITY

• High standards of honesty and integrity in conducting business and in the provision of financial planning services.

OBJECTIVITY

• Disclosure to the client of any limitations on the ability to provide objective advice.

COMPETENCE

• Providing competent advice by maintaining necessary knowledge and skill.

FAIRNESS

• Ensuring that all advice be fair and reasonable at all times.

DILIGENCE

• That Financial Planners act with due skill, care and diligence in the provision of advice.

PROFESSIONALISM

• Adhering to the highest standards of professional conduct at all times.

CONFIDENTIALITY

• Maintaining discretion and confidentiality in all clients’ affairs.