Client care SOE Flashcards

(6 cards)

1
Q

What do you issue after a client briefing meeting

A

I issue meeting minuets and a client breifing document, outining scope of works and their expectations in terms of cost quaility and time

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2
Q

What is RLB’s complaint handling procedures

A

Its in line with RICS:

  • request for written information
  • acknowledgment with the key client contact after 2 days
  • try to find a resolution plan (5 days )
  • negoations
  • if the client is not happy refer them to mediation by RICS
  • still not happy refer them to the surveyors and arbirbitractors scheme - perated by charted insuituate of arbitrators
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3
Q

what are some of the headings of the RICS professional guidance in complaints handling?

A
  • The value of terms of engagement in reducing complaints
  • why do clients complain ?
  • record keeping
  • Evaluating a complaint
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4
Q

What would you refered to for for PII

A

rics professional indemnity insurance regulation

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5
Q

What should you consider in regards to PII ?

A

Minimum level of insurance - £100,000 or less £250,000

Run off cover - minimum 6 years and £1 million pounds

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6
Q

what are the responsibilities of the stakeholders

A
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