Relationship with Clients

Members shall seek to earn and maintain the trust of their clients at all times and should:

  • Give fair and proper consideration and the appropriate priority to the interests and requirements of all clients. Obtain and provide all necessary documentation and respect the confidentiality of information.
  • Act within the limits of authorisation as specified by the relevant bodies as applicable.
  • Act in a financially honest and prudent manner, including ensuring the protection of any money held on behalf of clients.
  • Be honest and trustworthy with clients and communicate with them in a clear, prompt, appropriate and polite manner.