Client Care Charter

Client Care Charter

Nothing but the best is good enough for a Warwick client

All Warwick Directors, Management and Staff, of all Warwick companies, commit to and have signed the following Client Care Charter:

Warwick clients are the core of our organisation.
We acknowledge that success for our clients results in success for our organisation.
We commit to place our client’s requirements at the core of our professional services.
We commit to place our client’s needs at the core of our products.
We commit to place our client’s interests at the core of our professional advice.

Best practice

We commit to treat our clients fairly at all times.
We commit to act prudently and in the best interests of our clients at all times, while striving to deliver optimal returns.
We commit to provide our client’s with the best financial advice available to us.
We commit to secure the optimal benefits for Warwick clients from service providers.


We commit to providing security of investment for our clients by meeting and exceeding the highest statutory, regulatory and financial and governance compliance requirements across the financial services sector.
We commit to treat all client matters with the utmost confidentiality, including the protection of all client personal information.

Warwick Company service levels

We commit to invest Warwick client’s funds in prudent, risk appropriate listed and or fully-regulated investments only.
We commit to draft a Will for a Warwick client within 48-hours of instruction.
We commit to respond to any client query within 24-hours of its receipt.

Continual company improvement

We commit to engage in a programme of continual improvement across our organisation.
We commit to continuously train and educate our personnel to provide clients with optimal service, professional advice and products.


We commit to 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

While we commit to and strive for the highest levels of client service in South Africa, should we receive a complaint from any client, we commit to respond professionally and courteously within 24-hours of receipt and thereafter to take all appropriate actions to achieve client satisfaction.

If you are happy with our service, we would love to hear from you on 0800 50 50 50.
If you have a suggestion on how we can become even better, we would love to hear from you on 0800 50 50 50.
Should we ever disappoint you, we need to hear from you on 0800 50 50 50.

For Warwick clients, nothing but the best is good enough!

From the board of directors