Advocis Code of Professional Conduct (CPC)
The Advocis Code of Professional Conduct (CPC) sets out the principles that Advocis Members are expected to abide by in their business activities and when liaising between clients and suppliers of financial and insurance products or services.
Explanatory notes are available that provide a more in-depth explanation of each principle within the Advocis Code of Professional Conduct (CPC).
Request for Investigation (RFI) Standard Form
Advocis/Institute Disciplinary Procedures
The Advocis/Institute Disciplinary Procedures are based on a peer review system, carried out by members of the Association. The Disciplinary Procedures are in place to provide a consistent and transparent process for determining the facts and imposing sanctions for conduct found to be unbecoming of the Advocis/Institute Code of Professional Conduct.