Be sure to inform existing customers of your new Chartered
status in writing - it's a great opportunity to refresh
contract and to reinforce your credentials.
Explain the exclusivity of the title, how it aligns with your
organisation's values by underpinning best practice, good customer
service and a commitment to ethical practice.
You can use the following sample communication as the basis for
your announcement, changing the names and variables to match your
organisation.
Chartered
Insurance Brokers
Chartered
Financial Planners