These include: Never suggest where clients should invest money or how they should divide their estates. Always steer contact through Hongdao, and never give clients your home phone number. Never promote a product. Kuo points out there has to be a clear division between one's private life and one's life as a volunteer.
如：不能建議老人如何投資、分產；凡事透過基金會聯絡，不能給老人私人電話；不能推銷產品。