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First imperative:
To
competently advise and serve the client
1.1 A member shall provide advice and service which are
in the client's best interest.
1.2 A member shall respect the confidential relationship existing between
client and member.
1.3
A member shall continue his/her education throughout professional life.
1.4 A member shall render continuing advice and service.
Second imperative: To enhance the public regard for
professional designations and allied professional degrees held by members
2.1
A member shall obey all laws governing his/her business or professional
activities.
2.2
A member shall avoid activities which detract from the integrity and
professionalism of the Chartered Life Underwriter designation, the Chartered
Financial Consultant designation, or any other allied professional degree or
designation held by members.
2.3 A member shall encourage others to attain the Chartered Life Underwriter
and/or the Chartered Financial Consultant designations.
2.4 A member shall avoid using the Chartered Life Underwriter or Chartered
Financial Consultant designation in a false or misleading manner. |
