Loyalty
My first duty is to the Client. I will always provide service
based on the Client’s best interest, even if this conflicts
with my interests or the interest of others.
Confidentiality
I will disclose Client information to others only with the
Client’s prior permission or if I am required by law
to make that disclosure.
Honesty
I will deal with all in an honest manner, and will avoid
exaggeration, misrepresentation or concealment of pertinent
facts relating to the transaction. I will present a true picture
in my advertising and representations to the public.
"Ask First!"
I will provide to each new Client a fully and accurately completed
copy of the "Ask First!"
form, at the beginning of the relationship with that Client.
Referrals to Others
I will refer my Clients only to services and organizations
I believe to be appropriate. I will not accept (directly or
indirectly) referral fees or similar compensation in any transaction,
even if permitted by law, without prior disclosure to the
Client.
Comparables
Before selling any product to a Client, I will provide to
the Client a written description of what I consider to be
the best products or approaches for the Client’s needs,
together with the advantages and disadvantages of each.
Compensation
If requested by the Client, I will include in the written
description of products and approaches the amount of compensation
I would receive under each product or approach.
Qualifications and Competency
I will maintain full certification, qualification and licensing
in my profession to provide each of the services I undertake
to provide. The services I provide will conform to the standards
of practice and competence which are reasonably expected in
the disciplines in which I engage.
Non-Discrimination
I will not deny equal professional services to any person
for reasons of race, color, religion, sex, handicap, familial
status, or national origin.
