Client Care Flashcards

1
Q
  1. What are the RICS docs to managing commercial properties?
A

a. Professional Statement Real Estate Management 2016
b. GN Commercial Property Management in England and Wales 2011

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2
Q
  1. What are the principles and practice of client care?
A

a. Ensure I am honest and transparent, to carry out my work with care and due diligence. To ensure I communicate effectively and in a timely manner and fully understand my clients instructions.

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2
Q
  1. What are the principles Professional Statement Real Estate Management 2016
A

a. Honest, fair and transparent
b. Carry work with care and due diligence
c. Provide terms of business including CHP
d. Avoid conflicts/manage them
e. Don’t discriminate
f. Clear and timely communication
g. Client money held in separate account
h. PII
i. Clear obligations

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3
Q
  1. What are the principles GN Commercial Property Management in England and Wales 2011
A

a. Provides guidance for:
i. Being efficient and accountable
ii. Primary duty of care is LL
iii. Advice on rent collection, service charge, managing buildings, H&S
iv. Summary of relevant law

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4
Q
  1. How do you maintain good working relationships?
A

a. I always ensure I confirm instructions, I am polite and courteous, arrange regular catch ups with the client. Provide timescales on larger projects and update the client regularly of my progress.

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5
Q
  1. What is the RICS document for complaints handling?
A

a. RICS Professional Standard Complaints handling 2016

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6
Q
  1. What is your companies CHP?
A

a. Acknowledge in 3 days
b. Respond in 10 days
c. If more queries respond in a further 10 days
d. Refer to ADR

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7
Q
  1. What does Professional Standard complaints handling 2016 set out?
A

a. Reducing complaints by having clear and concise terms of engagement
b. Have an approved CHP by RICS
c. Having PII in place
d. Advice on dealing with a complaint
e. Complaints log
f. Must include ADR

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8
Q
  1. What is the selected ADR for your company?
A

a. Property Redress Scheme
b. Centre of Effective Dispute Resolution

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9
Q
  1. What is the RICS CPH minimum
A

a. 7 days acknowledge
b. Investigate and respond in 28 days

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