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 We commit to....
... seek our clients’ best interests by:
- listening carefully to what our clients tell us is important to them;
- helping clients identify and quantify their financial goals and objectives;
- defining resources available to meet clients’ financial goals and objectives;
- offering meaningful and appropriate solutions to help clients achieve their financial goals and objectives;
- assisting clients in evaluating the strengths and weaknesses of alternative solutions;
- helping clients implement their chosen solutions.
... pursue excellence in every aspect
of our work for clients, including:
- financial and estate planning;
- investment management;
- account administration;
- operations and technical support.
... communicate pro-actively through:
- regular written statements which show transactions and investment
valuation;
- frequent telephone contacts;
- quarterly investment newsletters;
- quarterly financial planning newsletters;
- periodic discussions of account investment performance;
- special contacts as necessary.
... privacy and confidentiality in
the handling of our clients’ affairs
and information by:
- restricting access to information on a need-to-know basis;
- prohibiting release or sharing of any client information without
the express advance approval of our clients to do so.
©2007 Hershey Trust Company
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