Client Care
PROFESSIONAL WILL DRAFTING
DECEASED ESTATE ADMINISTRATION
Appleton Fiduciary Services Client Care Charter
All Appleton Directors, Management and Staff, commit to and have signed the following Client Care Charter
Appleton Clients
Are Our Core
We commit to place our client’s requirements at the core of our professional services.
Best Practice
We commit to always treat our clients fairly. We undertake to always act prudently and in the best interests of our clients, while striving to deliver optimal service. We commit to secure the optimal efficiency for Appleton clients from service providers.
Compliance
We commit to treat all client matters with the utmost confidentiality, including the protection of all clients’ personal information in terms of POPIA.
Appleton Company Service Levels
We commit to respond to any client query within 48-hours of its receipt.
Continual Company Improvement
We commit to engage in a programme of continual improvement across our organisation and to continuously train and educate our staff to provide clients with optimal service.
Systems
We continually improve our information and systems capability in order to provide our clients with cutting-edge product information, response times and service delivery.
Client Satisfaction
