Worksite Solutions FSP 12994


Treating customers fairly is a core value at Worksite Solutions. Our business model, rules, regulations and privacy policies have always had this value as our principal driving force. We consider treating customer fairly, not merely as a policy, but rather as a vital component in relation to advancing business.

We believe that high quality speaks for itself. We place heavy emphasis on high retention and hence drive the Worksite Solutions machinery to provide our clients with the highest grade of financial services and advice. Worksite Solutions and its Staff understand the client’s needs and focuses on fair and transparent dealings. This is because we are of the opinion that in order to nurture a lasting and enjoyable working relationship with our clients, we need to surpass the mere delivery of high quality products and services.

Our Commitment to You:

Transparent Communication: We ensure that Worksite Solutions customers enjoy a transparent financial environment. All information about Worksite Solutions products and services such as rules, commissions and costs are stated clearly and precisely. We also inform you of any conflicts of interest as soon as it comes to our attention.

Client-oriented Service Delivery: We consider your financial preferences and risk appetites before we provide any advice or suggestions vis-à-vis a particular product, service, or transaction.

Early Warnings: We inform you of potential upsets in the financial environment and how to correct it as soon as it comes to our notice.

Prompt Execution: We answer your queries and execute your transactions promptly and efficiently.

Address Complaints Professionally: Worksite Solutions has a stringent complaints redressal system to ensure high quality service delivery. By addressing your complaints professionally and promptly, we aim to provide customer support and satisfaction.

Feedback Incorporation: We consistently ask for, and incorporate your feedback.

Can You Help?

Be as open as possible about your fiscal objectives and experience so that we can suggest the most appropriate product or service. If there is confusion regarding our products and services, we request you to please clarify it with us. Please come forward with any suggestions or feedback that you may have, in order to enable us in improving our service. If you feel that you have not been dealt fairly, let us know.

Thank you for visiting us. We look forward to serving you soon.

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