1.0 We will serve our clients with integrity, competence, independence, objectivity, and professionalism.
2.0 We will mutually establish with our clients realistic expectations of the benefits and results of our services.
3.0 We will only accept assignments for which we possess the requisite experience and competence to perform and will only assign staff or engage colleagues with the knowledge and expertise needed to serve our clients effectively.
4.0 Before accepting any engagement, we will ensure that we have worked with our clients to establish a mutual understanding of the objectives, scope, work plan, and fee arrangements.
5.0 We will treat all confidential client information appropriately, that is not public knowledge. We will take reasonable steps to prevent it from access by unauthorized people, and will not take advantage of proprietary or privileged information, either for use by ourselves, the client's firm, or another client, without the client's permission.
6.0 We will avoid conflicts of interest or the appearance of such and will immediately disclose to the client circumstances or interests that we believe may influence our judgement or objectivity.
7.0 We will offer to withdraw from an assignment when we believe our objectivity or integrity may be impaired.
8.0 We will refrain from inviting an employee of an active or inactive client to consider alternative employment without prior discussion with the client.
1.0 We will agree in advance on the basis for fees and expenses and will charge fees that are reasonable and commensurate with the services delivered and the responsibility accepted.
2.0 We will not accept commissions, remuneration, or other benefits from a third party in connection with the recommendations to a client without that client's prior knowledge and consent, and we will disclose in advance any financial interests in goods or services that form part of such recommendations.
3.0 We will respect the rights of our colleagues and manufacturer rep firms and will not use their proprietary information or methodologies without permission.
4.0 We will represent our profession with integrity and professionalism in our relations with our clients, colleagues, and the general public.