國際龍獎的IDA的專業準則
(Professional Code of the IDA)
國際龍獎IDA的會員有責任和義務保證個人行為和操守,不會敗壞所服務機構和保險行業的名譽。國際龍獎IDA會員應時時刻刻提醒自己:嚴格遵守《國際龍獎IDA專業準則(Professional Code of the IDA)》,提升自己和會員們的整體專業素養、形象和社會地位,進而繁榮保險業、促進業界的健康發展。因此,會員們應嚴格遵守和履行如下專業準則:
Professional Code of the IDA
IDA members have the responsibility and obligation to confirm that their behavior and conduct won’t hurt the reputation of their serving organization and the industry. IDA members should be ever mindful that complete compliance with and observance of the Professional Code of the IDA shall serve to promote the professional image, accomplishment and social status of membership, and benefit the industry’s development in a prosperous and healthy way. Therefore, members shall:
◆ Abide by and conform to all provisions of the laws and regulations in the jurisdictions in which they do business.
◆ Be honest, do the best to prevent any fraudulent marketing recruiting conduct, and treat their serving organization, partners, and clients with professionalism, honesty, and responsibility.
◆ Make full and adequate disclosure of all facts necessary to enable their clients to make informed decisions.
◆ At all times put the best interests if their clients and team above their own interests.
◆ Hold in the strictest confidence and consider as privileged, all personal, family and business information pertaining to their clients’ affairs.
◆ All the suggestions and proposals provided to the clients should be based on the maximization of the clients’ benefits and the protection of their financial security.
◆ Preclude any improper behavior that might unfavorable to the benefits of their clients and the images of their serving organization, team and industry.
◆ Maintain the highest standards of professional competence to serve the clients and lead the team by seeking continuing education to maintain and improve professional knowledge and skills.
◆ At all times maintain personal conduct which will reflect favorably on the image of their serving organization, the industry and the IDA.
◆ Always operate the business and conduct the team at the highest professional standards.