Conflict of Interest Management Policy

TFA is dedicated to ensuring that client interests always come first.
Our Conflict of Interest Management Policy sets out how we identify, manage, and disclose any situation where a conflict might arise between TFA, its representatives, and our clients.

We maintain a Gift and Benefit Register to record any gifts or hospitality offered to our staff, and strict limits are in place to prevent influence over advice. Any material conflict is disclosed in writing to clients before advice is given.

The policy is reviewed annually by our Directors and Compliance Officer to ensure compliance with the FAIS Act and ethical best practices.

📄 Download the full Conflict of Interest Management Policy (PDF)