- Place the needs, objectives and interests of their clients, customers, patients and prospects above their own at all times.
- Protect their clients, customers, patients and prospects from unscrupulous business and professional activities.
- Give clients, customers, patients and prospects the same advice and service they would expect themselves if the circumstances were the same.
- Keep confidential all personal and business details of their clients’ affairs they become aware of during the course of their work.
- Keep the quality of their recommendations high through continuing education and training.
- Abide by the letter and spirit of the law or any applicable regulations or professional codes in all their business or professional activities.
- Charge a fair and appropriate fee (If on a fee for service basis) based on the time, skill and expertise required.
