Institute of Insurance
Inter-American Institute of Insurance
Code of Ethics and Conduct
Inter-American Institute of Insurance Code of Ethics and conduct is the cornerstone and fundamental principal that encompasses our ongoing commitment to maintaining the highest ethical standards in Insurance Advising. It is designed to be broadly applicable and exemplifies the golden standard of professional conduct.
Honesty, integrity, candor and best interest
Act with honesty, integrity and candor with the client's best interest first and foremost
When making recommendations or solicitations ensure that the product and or service is reasonably appropriate for the client's needs
Confidentiality & Privacy
Reasonable steps must be taken to protect the confidentially and nonpublic information of clients.
Conflict of interest
All material conflicts of interest must be fully disclosed to the client