CHEAT SHEET
CHAPTER 1 – CLIENT CARE
Providing a proper standard of care O1.1
O1.2
O1.5
O1.7
Clients must be able to make informed O1.12
IB1.1
decisions
IB1.2
Personnel IB1.3
IB1.5
Costs & Fee arrangements O1.6
O1.13
IB1.13
IB1.14
IB1.15
IB1.16
IB1.17
IB1.19
IB1.21
Receiving financial benefits O1.15
IB1.20
Complaints O1.8
O1.9
O1.10
O1.11
O1.14
IB1.22
Requirement to have a written complaints IB1.22
IB1.23
procedure
Accepting/ refusing instructions O1.3
O1.13
IB1.28
IB1.9
IB1.25
O1.3
Ceasing to Act IB1.7
IB1.26
IB1.10
Terminating the retainer IB1.26