8.1 Revisiting the Customer’s premises uninvited intending to Rare, first time Minor to moderate: pressure the Customer Warning letter, points 8.2 Revisiting the Customer’s premises uninvited intending to Repeat occurrence Serious: Suspension, pressure the Customer termination 9.1 Making frequent phone calls to try and sell additional Rare, first time Minor: Warning letter services or products 9.2 Making frequent phone calls to try and sell additional Repeat occurrence (1) Minor to moderate: services or products Warning letter, points 9.3 Making frequent phone calls to try and sell additional Repeat occurrence (2+) Serious: Suspension, services or products termination, points 10.1 Recommending a product if the Assessor knows or ought Conflicts not stated, rare, first time Minor: Warning letter reasonably to know that the product is unsuitable for the Customer 10.2 Recommending a product if the Assessor knows or ought Existence of conflict, repeat occurrence (1) Minor to moderate: reasonably to know that the product is unsuitable for the Warning letter, Customer points
8.1 Revisiting the Customer’s premises uninvited intending to pressure the Customer Rare, first time Minor to moderate: Warning letter, points 8.2 Revisiting the Customer’s premises uninvited intending to pressure the Customer Repeat occurrence Serious: Suspension, termination 9.1 Making frequent phone calls to try and sell additional services or products Rare, first time Minor: Warning letter 9.2 Making frequent phone calls to try and sell additional services or products Repeat occurrence (1) Minor to moderate: Warning letter, points 9.3 Making frequent phone calls to try and sell additional services or products Repeat occurrence (2+) Serious: Suspension, termination, points 10.1 Recommending a product if the Assessor knows or ought reasonably to know that the product is unsuitable for the Customer Conflicts not stated, rare, first time Minor: Warning letter 10.2 Recommending a product if the Assessor knows or ought reasonably to know that the product is unsuitable for the Customer Existence of conflict, repeat occurrence (1) Minor to moderate: Warning letter, points
Proposed-Scorecard-noncompliance_v2.docx