Client Code of Conduct Policy
This policy outlines the expected standards of behavior for clients of Strategic Financial Reporting, Inc. Adherence to this code ensures a professional and respectful working relationship and supports our commitment to providing excellent service.
All clients are required to adhere to the following Code of Conduct. Failure to comply with these guidelines may result in immediate disengagement from our services.
Client Responsibilities:
All clients are required to adhere to the following Code of Conduct. Failure to comply with these guidelines may result in immediate disengagement from our services.
Client Responsibilities:
- Professional Respect and Courtesy:
- Clients must treat all staff members with respect, courtesy, and honesty.
- Discriminatory comments, actions, and derogatory or demeaning behavior are strictly prohibited.
- Effective Communication:
- Clients should communicate quickly and effectively to facilitate optimal service from our team.
- In cases where the usual advisor is unavailable, clients should be prepared to work with another team member or wait for the advisor’s return.
- Flexibility and Scheduling:
- Clients should be open to schedule changes and understand that our staff may need to prioritize their time due to emergencies or high-need situations.
- Advance notice for service requests is appreciated to ensure timely assistance.
- Respect for Staff Privacy:
- Clients must not request personal contact information (phone numbers, emails, or social media) of any staff member.
- Handling Problems:
- Any issues should be addressed calmly and professionally.
- Complaints or concerns should be directed to admin@strategicfinancialreporting.com.
- Eligibility and Service Provision:
- Eligibility for services does not guarantee that services will be provided. Strategic Financial Reporting, Inc. reserves the right to refuse service to any client.
- Social Media Conduct:
- Harassment, bullying, or defamation of staff members through direct comments or posts on social media are unacceptable and will lead to immediate disengagement.