Financial Fiduciary
- Place the interests of the Client above the interests of the professional and the Firm;
- Avoid Conflicts of Interest, or fully disclose Material Conflicts of Interest to the Client, obtain the Client’s informed consent, and properly manage the conflict; and
- Act without regard to the financial or other interests of the professional, the Firm, other than the Client, which means that a professional acting under a Conflict of Interest continues to have a duty to act in the best interests of the Client and place the Client’s interests above the professional’s.
