Which of the following is not true when referring another service provider to a client? A. Communicate,
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Which of the following is not true when referring another service provider to a client?
A. Communicate, in writing, the extent to which the member will, or will not, evaluate the work performed by the service provider.
B. Consider the professional qualifications of another service provider after referring the client to that service provider.
C. Disclose, in writing, any compensation received for making such referrals.
D. The service provider can be an associate in the member’s firm.
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Related Book For
Essentials Of Personal Financial Planning
ISBN: 9781945498237
1st Edition
Authors: Susan M. Tillery, Thomas N. Tillery
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