Conduct To respect all applicable laws and regulations in all areas of business undertaking. If you are unsure whether any transaction will result in a breach of relevant laws or regulations, you may discuss this with your client relationship manager who will be there to guide you.
OUR OBJECTIVES
eFund is committed to achieving and maintaining the highest standards of honesty, integrity, ethical and legal conduct
OBJECTIVES
SECURITY AND PRIVACY
Your Assets Meets Ultimate Security
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PERSONALIZED APPROACH
Your Heritage, Our Personalized Approach
At eFund, we understand the uniqueness of each client is at the heart of our approach. We reject the ‘one size fits all’ approach to wealth management, choosing instead to create personalized journeys that respect your specific ambitions and risk tolerance.
Our process begins with attentive listening, followed by an in-depth analysis of your financial situation, and then developing tailored investment strategies. Let us show you how our personalized approach can turn your vision into reality.
SUSTAINABILITY AND RESPONSIBLE INVESTMENT
Investing Today for a Sustainable Future
The future of investing is here, and it is sustainable. eFund is committed to promoting investment practices that benefit not only our clients but also our world.
By integrating ESG principles at the heart of our investment strategies, we aim to support companies and projects that lead to a positive impact on the environment and society.
Join us in this responsible approach and discover how investing for a sustainable future can also be synonymous with returns robust and long-term growth.
GOVERNANCE
The success of our business is built on the trust and confidence we earn from our clients. Therefore, we must be fair and just to our clients. This means providing beneficial advice in the interests of our client, making sure we avoid any conflict of interest, and being upfront about our fees and terms and conditions for the provision of services.
To carry out our work with diligence and care. As professionals, our clients expect a high quality of service to be provided to them.
Our clients trust us to maintain confidentiality in our dealings with them, even after they are no longer clients. We must protect all personal information received in the course of providing such services in accordance with the relevant laws.
As long as something gives rise to a conflict of interest whether to a client or to the company, you must not do it. If you are unsure as to whether a situation will give rise to a conflict of interest, you can discuss it with your manager, compliance officer or an ethics committee member.
CODE OF CONDUCT & ETHICS
Diversity & Respect in the Workplace
We have created a global corporate culture with employees of diverse nationalities, race and ethnicities that reflect the diversity of the communities in which we do business. We commit to respect the customs and cultures of those communities. Racial, religious, sexual discrimination or abuse in any form are not tolerated. Violence, threatening or abusive behaviour are also not tolerated under any circumstances.
Open and Honest Communication
To trust that the Company will handle all questions and concerns properly, fairly and in a manner that is consistent with Headings 1 and 2 and all other applicable rules, including the Whistle Blowing Code.
Whistleblowing policy
The Objective of our Whistleblowing Policy is to establish a safe, secure and responsive system that supports and encourages responsible whistleblowing within the Portcullis Group (the Group). In particular, the Policy aims to create a culture and working environment whereby employees, service providers, clients, customers and other stakeholders are encouraged and enabled to raise concerns on misconduct, unethical behaviour or malpractice within the Group, without fear of harassment and/or reprisal as well as to enable the taking of appropriate remedial action.
Social responsibility
We believe in cultivating a giving and inclusive corporate culture through many philanthropic efforts. We believe that strength of character, community and empathy are essential ingredients to creating an enduring organization. We believe in working hard and playing hard, and the importance of giving back to the less fortunate. Over the past 10 years, we have supported many organizations and associations and organized several Galaโs Dinners. If you would like to get involved, make a donation or be kept informed of our next event, please click here.