 | Market and sell services in a genuine, honest,
non-deceptive manner. |
| Accept only engagements we are qualified to perform. |
| Accept engagements only from one client at a time
within a set of direct competitors and otherwise prevent conflicts of
interest in the way we serve clients. |
| Keep client information and records of client
engagements confidential. |
| Use client information only with the client’s
permission. |
| Avoid the unauthorized use of confidential or
proprietary information, from any source. |
| Specify the basis for fees and expenses in advance of
every engagement. |
| Track and report fees and expenses accurately. |
| Refuse to accept any fees or commissions from third
parties for equipment, supplies, or services recommended to clients. |
| Provide impartial, objective advice to our clients. |
| Develop and implement solutions that we believe are
realistic, practical, and beneficial for the client. |
| Inform our clients of biases and influences we
realize could affect our objectivity. |
