Client Care Flashcards

1
Q

What is a stakeholder?

A

A stakeholder has a vested interest in a company and can either affect or be affected by a business’ operations and performance.

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2
Q

What is noted within the RICS Complaints Handling Guidance Note?

A

It covers a number of areas including:
- Complaint handling procedures
- Requirements for PII
- Record keeping
- Escalation
- Initial actions once a complaint is received

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3
Q

What is the Savills complaints handling procedure?

A

The RICS is acknowledge the complaint in 7 days and respond in 28.

Savills is acknowledge in 5 days and respond in 10 days.

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4
Q

Will the RICS ever review a complaint?

A

The RICS will only become involved in a complain when a member fails to respond to a complaint or prevents the party using the independent redress scheme that the firm has chosen to use.

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5
Q

What must you do if you receive a complaint?

A

Record it in your complaints handling book and notify your insurers.

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6
Q

Where would you find a copy of the complaints handling procedure?

A

This will be noted within your terms of business.

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7
Q

Outline the stage 1 and stage 2 of a complaint handling procedure

A

Stage 1:
- A nominated person (the complaints handling officer) will review the complaint
- the complaint must be in writing
- reviewed in house

Stage 2 Third Party resolution:
- Independent redress scheme chosen by the company and set out in the CHP.
- EG the RICS Dispute Resolution Service or The Centre for Dispute resolution.

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8
Q

What is the independent redress scheme?

A

This is a third party service noted as the second stage in the CHP. This will be used when the first stage does not address and close the complaint received.

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9
Q

How do you avoid a conflict?

A
  1. Good record keeping
  2. Ensure all parties are competent to under take the work and have sufficient information
  3. Manage expectations
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