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Getting to know us a little bit better

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Get to know our core values

MBFS is a valued driven organisation, based on our founding principle “We Care”, this statement is at the core of who we are and what we strive to achieve everyday for both our employees and our clients. Our six core values builds on this methodology, which allows us to confidently ensure that no matter what the situation - we’ve got your back!

01

We Care

At Mont Blanc, we believe in nurturing a culture that transcends the typical client-provider dynamic. Our leadership and staff are deeply passionate about supporting your business and personal well-being. Here, you are much more than an employee or client; you become a cherished member of our family. This ethos encourages a supportive atmosphere, characterized by open communication and mutual respect. We're dedicated to your growth, treating your aspirations as our own. With Mont Blanc, your journey towards success is a shared venture, where every step forward is taken together.

02

Getting you claims ready! ™

At Mont Blanc, preparing clients for claims is an ongoing commitment, not just a one-time task at policy inception. Unlike many brokers who only manage risk theoretically, our approach is hands-on and proactive. Our expert brokers personally assess your situation to address all potential "what ifs" and eventualities. We delve deep into planning for every conceivable scenario, ensuring you're fully prepared before any issues arise. This thoroughness is part of our dedication to safeguarding your interests, offering peace of mind that your risks are comprehensively managed with foresight and expertise.

03

Compassion

At Mont Blanc, the value of "Giving" and going the extra mile is deeply ingrained in our ethos. We are committed to exceeding expectations for our employees, clients, and the communities we serve. This dedication to generosity and service goes beyond the norm, reflecting our belief in the power of positive impact. Whether it's through exceptional client service, supporting our team members, or contributing to community initiatives, we strive to make a meaningful difference. Holding this value close to our hearts, we aim to create a culture of kindness, where every action is guided by the desire to contribute positively and make a lasting impact.

04

Solution Driven

At Mont Blanc, a core tenet of our philosophy is the commitment to "Find a way to win." This embodies our proactive approach to facing challenges head-on, ensuring that we are always prepared to support you when the unexpected occurs. Our team is dedicated to overcoming obstacles, providing innovative solutions, and ensuring that, no matter the circumstances, we navigate through them together. This mindset is integral to how we operate, reflecting our unwavering support and dedication to achieving success for and with you

05

Passion for Learning

At Mont Blanc, we embrace the idea that "Change" is a constant. Our enthusiasm for continuous learning and improvement is woven into the fabric of our business, fostering a culture where growth, both personal and professional, is actively encouraged. This mindset not only propels our team members forward in their careers but also ensures that our business strategies remain dynamic and innovative. By fostering an environment that welcomes change, we ensure that together, we can adapt, evolve, and thrive in an ever-changing landscape, benefiting our clients and our collective future.

06

Fresh-Tech ™

At Mont Blanc, we take pride in our reputation as "Early Adopters" and innovators in the realm of modern technology. This forward-thinking approach allows us to deliver superior service, ensuring that you benefit from the latest advancements and efficiencies. Our commitment to innovation is central to how we operate, enhancing our capabilities and ensuring that we stay ahead of the curve in meeting your needs with cutting-edge solutions.

Our code of conduct

Mont Blanc's Code of Conduct emphasizes setting industry-leading service standards, grounded in trust, honesty, and integrity. Prioritizing our clients' interests is at the heart of what we do, guiding our actions to ensure they receive the utmost in service and ethical care. This commitment shapes our identity, fostering relationships built on respect and shared success.

We will:

  • Ensure any statements we make – whether in advertisements, circulars, or publicity or promotional material – are factually correct and do not contain misleading or extravagant claims.
  • Ensure our employees fully understand members’ obligations under this code, and that they are kept up to date with any other guidelines that may be issued.
  • Comply with all legislation, acts and regulations relating to the financial services industry.
  • Keep clients’ information confidential and use it only when negotiating, maintaining, renewing or servicing their financial needs, unless consent has been obtained.
  • Put the interests of our clients above all else – even our remuneration.
  • At all times, and in relation to all parties, conduct our business honestly, transparently, with integrity and in good faith.
  • Stipulations

  • Make management and executives, both individually and collectively, account to regulators and other stakeholders for failed governance process and protocol.
  • Protect, promote and advance the image, standing and common interest of the professional financial services industry.
  • Consistently promote the improvement and standard of financial products, financial advice and intermediary services provided within the industry.
  • Promote and uphold high ethical standards and good business practices within the financial services industry to ensure the sector as a whole maintains a good image and reputation.
  • Make current and potential clients aware that we impose the code on ourselves to distinguish us from average industry expectations.
  • Stay relevant within the financial services industry and up to date with legislative and regulatory changes; and implement these changes at the strategic, operational and risk management levels.
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