CONFIDENTIALITY POLICY & CODE OF ETHICS
Working Relationships
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I will serve my clients with integrity, competence, and objectivity, and will treat them with respect and courtesy.
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I will offer services in those areas in which I am qualified and will accurately represent those qualifications in both verbal and written communications.
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When unable or unqualified to fulfill requests for services, I will make every effort to recommend the services of other qualified professionals.
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I will advertise my services in an honest manner and will represent the organizing profession accurately.
Confidentiality
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I will keep confidential all client information, both business and personal, including that which may be revealed by other organizers.
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I will use proprietary client information only with the client's permission.
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I will keep client information confidential and not use it to benefit myself or my business, or reveal this information to others.
Fees
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I will communicate to my client in advance my fees and expenses, and will charge fees and expenses which I deem reasonable, legitimate, and commensurate with my experience, the services I deliver, and the responsibility I accept.
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I will make recommendations for products and services with my client's best interests in mind.