Duty to verify

To ensure the accuracy of the information provided to your clients, you have a duty to verify. To do this, you must take steps to discover factors that may adversely affect the parties or the very object of the transaction. You have a duty to disclose any adverse factors that are brought to your attention to protect the interests of the parties.

 

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  • Consult the previous description sheets and the Declarations by the seller of the immovable  
  • Obtain relevant documents supporting client declarations, do not take the accuracy of information for granted 
  • Document your records properly with accurate and verified information by leaving traces of research reports, whether or not you have found documents, and provide the agency with all the information required for the keeping and maintaining of its registers immediately
  • Take into account your aptitudes and limits on knowledge by advising clients to seek help from an expert if necessary, as soon as possible
  • Perform due diligence using reliable sources only  
  • Consult your agency executive officer if necessary, because he or she can guide you and support you through the process
  • Choose training courses that will help you develop specific skills

 

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Last updated on: January 25, 2022
Reference number: 208282