Expectations for Referral Agents
As a valued LightCross referral agent, we expect you to uphold the highest standards of professionalism, integrity, and respect. Your role is critical in connecting individuals with the tax benefits they deserve. Here are our expectations:
Confidentiality and Privacy:
Treat all client information as strictly confidential.
Safeguard personal data and adhere to privacy laws.
Do not disclose any sensitive information without proper consent.aLightCross Referral Agent Expectations and Privacy Policy
Expectations for Referral Agents
As a valued LightCross referral agent, we expect you to uphold the highest standards of professionalism, integrity, and respect. Your role is critical in connecting individuals with the tax benefits they deserve. Here are our expectations:
1. Confidentiality and Privacy:
• Treat all client information as strictly confidential.
• Safeguard personal data and adhere to privacy laws.
• Do not disclose any sensitive information without proper consent.
2. Demeanour and Professionalism:
• Interact with clients and colleagues respectfully.
• Maintain a positive and professional demeanor.
• Represent LightCross with honesty and integrity.
3. Client-Centric Approach:
• Prioritize clients’ needs and well-being.
• Provide accurate information and guidance.
• Be empathetic and understanding.
4. Compliance with Policies and Regulations:
• Familiarize yourself with LightCross policies and procedures.
• Adhere to relevant privacy legislation.
• Stay informed about industry updates.