Client Care

Appleton Fiduciary Services Client Care Charter

All Appleton Directors, Management and Staff, commit to and have signed the following Client Care Charter

Appleton Clients Are Our Core

We commit to place our client’s requirements at the core of our professional services.

Best Practice

We commit to treat our clients fairly at all times. We commit to act prudently and in the best interests of our clients at all times, while striving to deliver optimal returns. We commit to secure the optimal benefits for Appleton clients from service providers.


We commit to treat all client matters with the utmost confidentiality, including the protection of all client personal information.

Appleton Company Service Levels

We commit to respond to any client query within 24-hours of its receipt.

Continual Company Improvement

We commit to engage in a programme of continual improvement across our organisation. We commit to continuously train and educate our personnel to provide clients with optimal service


We commit to continually improve our information and systems capability in order to provide our clients with cutting-edge product information, response times and service delivery.

Client Satisfaction

While we commit to and strive for the highest levels of client service in South Africa, should we receive a complaint from any client, we commit to respond professionally and courteously within 24-hours of receipt and thereafter to take all appropriate actions to achieve client satisfaction.

If you are happy with our service, we would appreciate hearing from you at

If you have a suggestion on how we can become even better, we would love to hear from you at

Should we ever disappoint you, we need to hear from you at

You are always welcome to use our dedicated number 0800 50 60 70