Client expectations
This document is only available with a paid isurv subscription.
A member should always keep the following confidential: the advice that was given to a client and information concerning a client’s affairs. If a client is happy for a member to disclose confidential information, the member should request confirmation of this in writing. There are also circumstances where disclosure of confidential information is authorised by...Explore the subscription options here to get full access to isurv, including downloads.
Try isurv for 1 month!
You can now get unlimited access to all isurv channels with our 1-month pass, available for only £39. To find out more, enquire with our team using our form.
Sign up for the isurv newsletter to receive a monthly round-up of the latest isurv updates.
For further support, please contact us by emailing isurv@rics.org or calling +44 (0) 247 686 8584