Developing a Conflict of Interest Checklist
Wed Aug 07, 2024 5:19 am
Hi everyone, I'm working on a checklist to help identify conflicts of interest. Here’s a draft. Feedback is welcome!
1. Disclose any personal or financial relationships with the seller.
2. Avoid representing both buyer and seller in the same transaction.
3. Seek guidance from your broker on potential conflicts.
4. Regularly review and update the checklist.
1. Disclose any personal or financial relationships with the seller.
2. Avoid representing both buyer and seller in the same transaction.
3. Seek guidance from your broker on potential conflicts.
4. Regularly review and update the checklist.
Anna likes this post
- Anna
- Posts : 1
Join date : 2024-08-07
Re: Developing a Conflict of Interest Checklist
Wed Aug 07, 2024 5:21 am
Anna (Professional): This looks great! I’d suggest adding a point about documenting all disclosures and conversations related to potential conflicts.
Re: Developing a Conflict of Interest Checklist
Wed Aug 07, 2024 5:23 am
John (Master): Excellent initiative. Also, consider including a section on local laws and regulations, as these can vary widely.
Re: Developing a Conflict of Interest Checklist
Wed Aug 07, 2024 5:24 am
Moderator Julia: Fantastic collaboration, everyone! Once finalized, we can share this checklist across all forums to benefit the entire community.
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