The Client Relationship

Standard 1 – Advocacy and Loyalty

The Client is the person in transition. We provide services and recommendations based on the needs and concerns of the person in transition.

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Standard 2 – Promoting Self-Determination

We respect and encourage the Client’s right to be in control and to make decisions.

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Standard 3 – Right to Privacy

We do not disclose personal information about Clients and will reveal such information only with the Client’s permission.

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Standard 4 – Conflict of Interest

We seek to avoid conflicts of interest, and will use best practices for reducing conflicts of interest when dual relationships are present.

Business Practices

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Standard 5 – Integrity

We are honest in all business relationships, including those with clients, employers, colleagues, and staff.

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Standard 6 – Accountability

We are accountable to clients, employees and the general public.

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The Senior Move Management Industry

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Standard 7 – Continuing Education

I foster the competency and professionalism of myself and my staff through continuing education.

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Adapted from National Association of Specialty & Senior Move Managers® Code of Ethics