Resources for our members

General obligations

Representatives governed by the CSF have ethical duties and obligations toward their clients. These duties and obligations dictate the conduct to maintain in relationships with clients. In the practice of their profession, representatives must:

  • act with prudence and diligence
  • maintain an honest and competent practice
  • demonstrate loyalty

Also, the client’s interests must remain at the heart of a representative’s concerns. To this effect, he must also fulfill specific obligations explained in the sections that follow.