Recommending Professional Advisors

When asked to recommend a professional advisor you must make sure that their credentials will stand scrutiny. Your own credibility is used as a guide as to the validity of any claims made by your recommended advisor. Recommendations are to be discouraged to avoid potential liability for poor quality advice or service.

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  • Where a recommendation is made, the association with your organisation may lead to loss of credibility in general and possible legal liability.

  • Avoid making such recommendation unless there are sound commercial reasons for so doing.
  • Always ensure that the credentials of any professional advisers you recommend are verified.



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