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www.kendrick-zale.com At Kendrick Zale we adhere to 7 main business principles of which we believe are fundamental to long-term sustainability and success. They are: Client comfort - Our experience shows that if we serve our customers well, our own success should be imminent. Teamwork - Whilst individual brilliance is always recognised and encouraged, working as a team produces the best results. We put aside personal interests to concentrate on our clients interests first. Integrity - Our employees are expected to uphold the highest level of ethical standards whilst in work and in their personal lives. Imagination – We recognise in most cases ‘old is gold,’ however if we feel there is a beer soluon we will act quickly Quality - Even though we work with a wide range of products we try to get the best person for every job. Our employees are picked one by one. Personal service - We dedicate at least one employee to your account. You will be known by name as opposed to a customer number. Client confidentiality - It would be unthinkable for us to breach confidence or use your informaon carelessly. ABOUT KENDRICK ZALE

Introduction to our company

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Page 1: Introduction to our company

www.kendrick-zale.com

At Kendrick Zale we adhere to 7 main business principles of which we believe are fundamental to long-term sustainability and success. They are:

Client comfort - Our experience shows that if we serve our customers well, our own success should be imminent.

Teamwork - Whilst individual brilliance is always recognised and encouraged, working as a team produces the best results. We put aside personal interests to concentrate on our clients interests first.

Integrity - Our employees are expected to uphold the highest level of ethical standards whilst in work and in their personal lives.

Imagination – We recognise in most cases ‘old is gold,’ however if we feel there is a better solution we will act quickly

Quality - Even though we work with a wide range of products we try to get the best person for every job. Our employees are picked one by one.

Personal service - We dedicate at least one employee to your account. You will be known by name as opposed to a customer number.

Client confidentiality - It would be unthinkable for us to breach confidence or use your information carelessly.

ABOUT KENDRICK ZALE

Page 2: Introduction to our company

www.kendrick-zale.com

Due to the nature of our business and our varied range of financial products our employees are given market training from industry specialists. We are very confident that our team possesses the skill set and efficiency required servicing your account to complete satisfaction. As a client you will gain privileged access to our ‘member only’ services.

To find out more about us and investment opportunities, please visit www.kendrick-zale.com, or contact us:

Call us on 0845 004 2656.

Registered address70 St Mary Axe

LondonEC3A 8BE

Tel: 08450042656

General enquiries: [email protected]

SECURITY:

Our clients have the peace of mind knowing that they are dealing with a company which adheres to strict compliance procedures. The products that we offer are either tangible or held in your very own holding account. We carry out regular ‘in-house’ audit checks to ensure your records are kept up-to-date.

We treat client data with the upmost confidentiality adhering to the Data Protection Act 1998. We do not sell your data or information to third parties.

In the unlikely event that we went into liquidation our solicitors would act on behalf of our clients with records of our clients holding. This would be passed on to the liquidator so that it can be treated as separate property from the company.

WHY KENDRICK ZALE?