Marketing Policy

Boccard is deeply committed to being a responsible business, incorporating responsible and sustainable decision-making in all aspects of our operations. We work in partnership to plan, grow and protect our clients’ financial futures.

Our desire as an organisation is to deliver positive impact, both socially and environmentally, through our advice and business operations, including in our marketing operations.

This Responsible Marketing Policy covers all of our marketing activities, ensuring we hold ourselves accountable to the highest standards, in line with the expectations of all our stakeholders, which includes clients, employees, shareholders, and society.

Core Values

All of our marketing activity is planned, designed and directed around the following core values:

Professionalism

This includes taking care to ensure that any information we provide is in accordance with our role as a steward and fiduciary of our clients’ financial futures.

Discretion and Confidentiality

We will never disclose any of our clients’ information without their prior consent, nor will we engage in any marketing activity that poses a risk of inadvertently divulging our clients’ identities.

We will always put our clients’ interests first, and we see ourselves as agents, representatives and stewards for their interest. This means that we will not seek attention or publicity for our own self-promotional purposes, and we will be discreet and judicious about our own media activities.

Respect

We seek to form long-term relationships with our clients and other stakeholders. We are respectful towards others, including those who have different backgrounds. We take extreme care to avoid creating any content that may be discriminatory or offensive.

Global Perspectives

We aspire to be a firm with truly global perspectives, so as to be able to support our next generation of clients as they expand their international footprint. We combine this vantage point with local insights and expertise in pursuit of optimal results.

Diversity

All imagery and language used in our marketing materials follows demographic national averages, supplied by local and regional census data within the European Union as well as other regions in which we operate.

This ensures the appropriate representation of society as well as our client pool, including age, gender, ethnicity, and disability. Whether through the written or spoken word, photography, or illustration – all our content is intended to be true-to-life, impactful, and reflect the humanity that our firm, and its people, represent.

Compliance

All of our marketing activity and communications are subject to the financial promotion policy, covering anything that promotes the Boccard brand, any products available, or any services offered.

Within the United Kingdom and the British Virgin Islands specifically, all relevant collateral is reviewed and approved considering all the following criteria: (a) what it is and how it’s going to be used, (b) who the audience is going to be, (c) the FCA Rulebooks, (d) Advertising Standards Authority, and (e) whether and where risk warnings are needed.

All of our marketing collateral shall contain disclaimer text clearly stating that our products are meant for Accredited Investors only.

In addition, marketing specialists review statements of fact made, language used, spelling and grammar. This process is constantly monitored and optimised to ensure the best and fairest outcomes for all relevant stakeholders.