NZ: 0800 338 838
1888 6257 833
 
  • NZ: 0800 338 838
  • AU: 1800 143 415
  • US: 1888 6257 833
  • UK: 0800 0285 834

Core Values

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Core Values

Colllinson & Co provides a complete range of Foreign Exchange and Wealth Management services. By
working closely with their clients, establishing personal long term relationships, we hope to better
understand their requirements and thus develop effective FX & Investment Strategies.

Client First
– Listen. Understand. Anticipate. Respond
– Personalized level of service and attention
– Deep and long standing relationships

Results Oriented
– Results without compromise on quality
– Take ownership
– Accountability & Responsibility
– Initiative to make a difference

Empathy
– Concern for people
– Polite & Friendly
– An open door approach
– Respect for each other and value diversity
– Encourage, Support & Develop

Ethical
– Integrity. Honesty. Confidentiality
– Highest ethical standards without exception
– Clear, accurate, complete and timely
communications
– Segregation of duties and strong cross
checks

Collaboration & Teamwork
– Trust and support each other
– Good team spirit
– Give constructive feedback
– Seek ideas and share solutions
– Committed to everyone’s development

Governance
– Robust AML/CFT polices
– Ongoing risk assessment and control
– Verification of clients and beneficiaries
– Market experience