CII accredits six firms with chartered status in Q1

The Chartered Insurance Institute has announced that six firms achieved chartered status in Q1 of this year, having demonstrated their technical competence and commitment to professional standards. In addition, the firms must adhere to the CII Code of Ethics and commit to building trust and ongoing professional development of both their personnel and their business.

Nicola Stacey, president of the CII, said: “It is an honour to award Chartered status to six new firms, and welcome them to the Chartered community.

“Chartered status represents a public declaration of professional standards, supporting our collective mission of building public trust in the insurance and financial planning professions. We look forward to working alongside these firms to deliver excellent client service.”

The new chartered firm are: Sentio Insurance Brokers, Eva Capital Management, Ocaris, Wealth Management, One Four Nine Wealth, Parker Kelly Financial Services and Path Financial Ltd.


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