Financial Services Guide & Compliance Documents
Financial Services Guide & Compliance Documents
Financial Services Guide (FSG)
Our Financial Services Guide provides important information about the financial services we provide, who provides those services, and how we are remunerated.
Updated September 2026
Complaints & Client Support
Metrix Connect Complaints Brochure
Information about our complaints process, including how to make a complaint and the steps available if you are not satisfied with the outcome.
Supporting Vulnerable Clients Policy
Information about the approach taken to supporting clients who may be experiencing vulnerability.
View Supporting Vulnerable Clients Policy
Privacy
Metrix Connect Privacy Policy
Information about how personal information is collected, used, stored and protected.
View Metrix Connect Privacy Policy
Industry Code of Practice
Insurance Brokers Code of Practice (IBCOP)
The Insurance Brokers Code of Practice sets out the standards and obligations that apply to insurance brokers and the service they provide to clients.