Discover the values and policies that guide Fundmarketers's professional conduct.
At Fundmarketers, our code of professional conduct serves as a comprehensive guide to the values, policies, and standards that define our company. The code presents the expectations for delivering excellent service to our clients, creating a collaborative environment, upholding our responsibilities to society, managing risk prudently, and embracing open communication.
We are dedicated to maintaining the highest standards of professionalism, ethics, and independence. Our actions are guided by the principles of integrity, transparency, and a commitment to putting clients’ interests first. We ensure confidentiality and trust in all interactions, focusing on delivering substantial, positive, and enduring impact.
We build a culture of inclusion, respect, and continuous growth. That means embracing diversity, encouraging innovation, and providing opportunities for collaboration. All partners and stakeholders are empowered to contribute to a motivating environment where every voice is valued.
Our work is grounded in ethical standards that extend beyond the company. We strive to contribute positively to society by acting transparently, responsibly, and ethically in all our endeavors. Our efforts are not just aligned with client success but with societal well-being and sustainable growth.
We adhere to all relevant laws, regulations, and industry standards, including those set by bodies like SEC, MAS, SFC or ESMA. Our commitment to compliance and risk management involves a proactive approach to identifying, mitigating, and preventing risks that could affect our clients, stakeholders, or the company.
Transparency and accountability are fundamental to our principles. We encourage open dialogue, the raising of concerns, and continuous feedback. At Fundmarketers, confidentiality in these processes is essential, ensuring an environment where everyone feels comfortable seeking advice and reporting misconduct.
We believe that informed clients make better decisions. As part of our service, we provide education on ethical marketing practices and regulatory requirements to build trust and long-term partnerships. Our goal is to elevate the understanding and expectations of fund marketing in an evolving landscape.
The financial industry is dynamic, and so are we. Fundmarketers is committed to staying at the forefront of industry trends, regulations, and best practices. We continuously adapt our strategies to provide the highest value and compliance for our clients, ensuring sustained growth and relevance.
Patrick is building a pioneering marketing platform for Fund Managers, setting a new industry standard by offering a comprehensive suite of productized services that combine the best of both worlds: the efficiency of productization with the customization and personal touch of a human to create new growth opportunities for funds, improve market visibility, and build stronger investor relations. Under Patrick's leadership, Fundmarketers remains true to its core values — serving clients with the highest professional standards, building a culture of collaboration, and upholding ethical principles.
In all interactions, we expect adherence to the highest standards of professional conduct:
With clients We maintain professional independence, provide unbiased and objective advice, protect confidential information, and strive to deliver meaningful, lasting impact.
With partners and collaborators We promote a culture of inclusion, respect, and mutual support. Maintain confidentiality and enable professional growth.
With third parties We act with integrity, avoid conflicts of interest, and ensure compliance with all applicable laws and regulations.
