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Independent Student Loan Consulting
 






 
 

 
 
 
Standards of Care

PGPresents adheres to the Financial Planning Association’s Standards of Care when conducting
business:

FPA Standards of Care
  • Put the client's interests first.
  • Act with due care and in utmost good faith.
  • Do not mislead clients.
  • Provide full and fair disclosure of all material facts.
  • Disclose and fairly manage all material conflicts of interest.
In addition, PGPresents adheres to its own Standards of Care when conducting business:

PGPresents' Standards of Care
  • No phone queues.
  • No advertisements.
  • No sharing of client information unless approved in advance by the client and needed for problem resolution (for example, providing borrower information to Department of Education officials for investigation and resolution with loan servicer).
  • Provide objective information to clients designed to promote responsible borrowing and responsible repayment.