Conduct all actions in an expert and exemplary manner to


Match summaries 1-7 with principles A-G: 1. Conduct all actions in an expert and exemplary manner, to cultivate skill and reputation. 2. Always provide the most prompt, meticulous and detailed service possible. 3. Truthfulness, in both action and intent. 4. Remaining unbiased, no matter the task, when professionally executing client requests. 5. Balancing personal desires against client goals, to ensure equality in the relationship. 6. Continually improving upon and applying skills, while understanding self-limitations. 7. Utmost discretion with, and protection of, client information. A. Integrity B. Objectivity C. Competence D. Fairness E. Confidentiality F. Professionalism G. Diligence

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Financial Management: Conduct all actions in an expert and exemplary manner to
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