• act with integrity.
  - Integrity demands honesty, trustworthiness and candour.

• act competently.
  - Competence is gained through appropriate education, training and work experience.

• act diligently.
  - Diligence is the degree of care expected of our Associates.
  - Our Associates shall provide services promptly and efficiently, taking care to be accurate and thorough.

• not disclose any confidential information without expressed consent.
  - Client information shall be held in strict confidence.

• act in a client’s best interests.
  - Our clients’ interests are placed above our own.

Source: Advocis / CLU Institute, Code of Professional Conduct