Client Care

Question 1

Pre-Instruction Checks

Answer 1

1. Competence
2. Check for conflicts
3. AML checks
4. Ensure got suitable PI Cover
5. Terms of Engagement

Question 2

Terms within terms of engagement

Answer 2

General Terms

RICS Terms

Question 3

What did you go through at Compliance Roadshow?

Answer 3

Conflicts of Interest

Complaints Handling Procedure

Handling clients money

Gifts and Hospitality policy (Bribery Act 2010)

Question 4

What important to ask when completing fee quotation?

Answer 4

Time
Quality
Cost

Question 5

Importance of undertaking terms of engagement

Answer 5

Confirm scope of works
Client is satisfied all requirements will be met
Confirms details to client concerning complaints/ PI Cover in place

Question 6

What did you include in the regular updates for the development site in Stretford?

Answer 6

Number of interested parties and level of interest
Status of the marketing process
Feedback from viewings
Opportunity to address items needing to be undertaken e.g. EPC issues/internal access updates
Provided information concerning competing nearby developments

Question 7

What information do you need to undertake a conflict check?

Answer 7

Name of business
Name of person dealing with from business
Property address

Question 8

What do you look for when undertaking a conflict?

Answer 8

Any previous involvement with the property or borrower - either within my team or within other business units

Investigate previous instructions if come up and see if any conflict