3. Business management

A licensed immigration adviser must maintain professional business practices relating to finances, records, documents, contracts and staff management, including:

1. confirming in writing to clients when applications have been lodged, with ongoing timely updates; and
2. confirming in writing to clients when work ceases part way through the immigration process on clients’ instructions or by the action of the adviser; and
3. obtaining agreement in writing to any material increase in costs as soon as the increase is known to the adviser; and
4. providing any refunds payable upon completing or ceasing a contract for services; and
5. maintaining complete client records that track all transactions for a period of 7 years and making those records available for inspection on request by the Authority; and
6. confirming in writing the details of material discussions with clients; and
7. maintaining correct and up to date business contact details.