 |
Members will serve their customers with integrity, competence,
and objectivity. |
|
Members will use a professional approach at all times,
placing the best interests of the customer above all others. |
|
Members will establish realistic expectations of the
benefits and results of their products and services. |
|
Members will treat all customer information that is
not public knowledge as confidential and will prevent
it from access by unauthorized people. |
|
Members will not take advantage of proprietary or privileged
information, either for use by them, their firm or another
customer, without the customer's permission. |
|
Members will only recommend products or services in the interest
of the clients and accept assignments which they possess
the expertise to perform. |
|
Members will agree in advance with a customer on the basis
for product pricing or fees, and will charge prices or
fees that are reasonable, legitimate and commensurate with the
product performance or services delivered. |
|
Members will respect the individual and corporate rights
of customers and colleagues, and will not use proprietary information
without permission. |
|
Members will represent their profession with integrity
and professionalism in their relations with their customers,
colleagues and the general public. |
|
Members will respond to all customer inquiries courteously
and promptly. |
