Page 15 - PRIVATE & CONFIDENTIAL
P. 15
ACCEPTANCE OF GIFTS, ETC
You must not accept gifts/presents from customer or their
relatives higher than a value of £10 which you must declare
to your line manager. You must not advise on financial
investments or on the preparation of wills, etc. and you must
not put your signature to any such documents. Any such
request must be notified to your line manager.
PERSONAL DETAILS
It’s important to ensure you are contactable, please make sure these details
remain accurate by telling the company of changes to your: name, home
address, bank account, telephone number, up to date contact name in case of
emergency, or any other important information.
CHANGES IN PERSONAL DETAILS
You must notify us of any change of name, address, telephone number, etc., so that
we can maintain accurate information on our records and make contact with you in
an emergency, if necessary, outside normal working hours.
STATEMENTS TO RELATIVES
Statements or opinions relating to a customer’s physical or mental well-being will be
given only by approved qualified staff.
