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23
Oct
19
Posted by:
James Cook, CIO

Bringing people and planet to the fore at U Ethical

U Ethical has undergone an exhaustive process over the last twelve months, seeking to bring to the fore what is important to our people and our clients. This has been built around the principal of delivering competitive investment returns while doing the right thing by communities and the planet.
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23
Oct
19
Posted by:
Jodi O'Callaghan

Is it possible to live an authentic life 24/7?

Living an authentic life. One with purpose, in which you are conscious of and being true to your personal values is what many of us strive for.
 
So how does this translate to our professional lives? There are those that find giving back is key for what motivates them to get out of bed in the morning or fulfil them in their day to day work. For others, it is about understanding how their personal values align with an organisation’s values and purpose, and how they can make a difference through that purpose.
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17
Oct
19
Posted by:
Katrina Lee

The ethics of disclosure

You work in financial advice and have developed a friendly relationship with one of your clients who is now applying for an insurance product. They casually reveal to you that over a decade ago they engaged in regular recreational drug use.

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10
Oct
19
Posted by:
Sarah Kennedy

The ethics of monetary gifts

You work as a financial advisor. Recently, one of your clients suffered a back injury that would effectively prevent him from carrying out his normal work as a plumber – the job he has had his whole life. You know that in theory, your client should be able to access Total Permanent Disability Insurance (TPD).
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