DO'S
- Review the training material thoroughly before contacting any of the prospective customers.
- Help customers to fill in the order form accurately.
- Help customers to give accurate and up to date information to advisors as misleading information.
- Always adhere to the D.T.R.T. (Do The Right Thing) Guidelines of PROXACE.
- Explain to the customer what will happen after they place their order.
DONT'S
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We don’t charge hidden fees
Our fee structure is clear and upfront—no surprise deductions. -
We don’t outsource your funds to third parties
Your assets are only handled by our trusted in-house team and technology. -
We don’t tolerate scams or impersonators
All official communication comes directly from us. Report any suspicious contacts immediately. -
We don’t share your data
Your personal and financial information is kept confidential and protected.