So please note that we do not take investment
instructions from our
clients (although you do retain the ability to place or remove
trading restrictions on specific securities in your account).
(a) act in the best interests of the
client; (b) act in accordance with the lawful
instructions of the
client; (c) act only within the scope of the authority given by the
client; (d) advise the
client to seek independent professional advice on matters outside of the expertise of the licensee; (e) maintain the confidentiality of information respecting the
client; (f) without limiting the requirements of Division 2 [Disclosures] of Part 5 [Relationships with Principals and Parties], disclose to the
client all known material information respecting the real estate services, and the real estate and the
trade in real estate to which the services relate; (g) communicate all offers to the
client in a timely, objective and unbiased manner; (h) use reasonable efforts to discover relevant facts respecting any real estate that the
client is considering acquiring; (i) take reasonable steps to avoid any conflict of interest; (j) without limiting the requirements of Division 2 [Disclosures] of Part 5 [Relationships with Principals and Parties], if a conflict of interest does exist, promptly and fully disclose the conflict to the
client.