Client Care Flashcards

1
Q

What RICS guidance is they on Complaints Handling?

A

RICS Guidance Note, Complaints Handling 1st Edition 2016

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2
Q

What is included in the RICS Complaints Handling GN?

A
  1. Firms must have procedures approved by RICS
  2. PII insurers must be notified when there is a complaint
  3. Firms must have a complaints log
  4. The procedure must be issued at the same time as the Terms of Business
  5. An ADR mechanism must be in place
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3
Q

What is an Alternative Dispute Resolution (ADR)?

A

If the issue is not resolved in-house, it goes to independent redress and a third party deals with

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4
Q

What are the stages of complaints handling in RICS guidance?

A
  1. Acknowledgement of the complaint but be given within 7 days
  2. Must be investigated within 28 days
  3. If not resolved, ADR
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5
Q

Who is responsible for Complaints Handling at CBRE?

A

Geraldine Marsh

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6
Q

What is the CBRE Complaints Handling Procedure?

A
  1. If complaint cannot be resolved by the director responsible for the instruction, it goes to Geraldine Marsh
  2. CBRE will acknowledge the complain in 5 days and will investigate and a Final Management Decision Letter will be given within 20 days
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7
Q

What is included in a Form of Return?

A

Property information and all tenancy details

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8
Q

Why do the VOA ask for FORs?

A

To acquire rental information to assist with valuing properties for business rates

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