Client Care

Question 1

How would you deal with a ratepayer who is not represented, and joins you on an arranged inspection in relation to a Challenge case?

Answer 1

Explain every step required, and avoid using technical jargon.

Question 2

How would you handle a ratepayer who calls you, and is unhappy with the level of Business Rates that they are paying?

Answer 2

Calmly explain to them the process, and the potential options/steps they can take.

Question 3

What is Money Laundering?

Answer 3

Concealing the source of the proceeds of criminal activity to disguise their illegal origin. This may take place through hiding, transferring and/or recycling illicit money or other currency through one or more transactions, or converting criminal proceeds into seemingly legitimate property.

Question 4

Can a surveyor be liable if they are employed by a company?

Answer 4

Yes - Gardiner & Theobald v Jackson – failed to declare conditional fee

Question 5

Can you provide examples of when you may hold money on behalf of clients?

Answer 5

Sale Proceeds, Rental Deposit, Insurance, Service Charge