Document downloads - Client care

Available downloads

• Practice management guidelines (ARCHIVED)

  This document has been archived and is available on isurv for information purposes only.
  
  The Practice management guidelines, 3rd edition was aimed at small to medium practices and intended to assist in the day-to-day running of the business.

  • ARCHIVE: Practice management guidelines, 3rd edition (October 2010)

    • File type: PDF
    • Size: 2.55 MB
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  • ARCHIVE: Practice management guidelines, 2nd edition (2003–2010)

    • File type: PDF
    • Size: 887.63 KB
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  • ARCHIVE: Practice management guidelines, 1st edition (September 1997–2003)

    • File type: PDF
    • Size: 7.48 MB
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• Complaints log template

  RICS-regulated firms must operate a complaints handling procedure and maintain a complaints log. The log will assist your firm in its management of complaints and in making improvements to your procedures based on the complaints pattern identified. Use this template to develop a suitable complaints logging procedure.

  • Complaints log template

    • File type: DOCX
    • Size: 207.54 KB
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  • Complaints log template

    • File type: PDF
    • Size: 42.58 KB
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• Complaint acknowledgment letter

  A sample complaint acknowledgment letter setting out a redress procedure.

  • Complaint acknowledgment letter

    • File type: DOCX
    • Size: 206.2 KB
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  • Complaint acknowledgment letter

    • File type: PDF
    • Size: 37.43 KB
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• Complaints handling procedure

  An example of a complaints handling procedure and format.

  • Complaints handling procedure

    • File type: DOCX
    • Size: 206.22 KB
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  • Complaints handling procedure

    • File type: PDF
    • Size: 40.02 KB
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