OMARA: "As a member of the migration advice profession, the Agent is expected to act with fairness, honesty and courtesy when dealing with other [RMAs]. This includes efficient and effective communication with other agents with respect to the transfer of client information to the new agent when the original agent’s appointment is terminated... [T]he Agent had made a written undertaking to another migration agent to provide relevant documents, and had failed to do so, in breach of clause 4.6 of the Code".
To avoid doubt, the writer is not expressing an opinion on any conduct (or omission) on the part of the practitioner or anyone else nor on the OMARA’s decision. This article is a mere extract of a decision and should not be interpreted in any other way.
It is very common for clients to change migration agents and to request that the original RMA transfer documents to the new RMA. In those circumstances, what are the ethical obligations of the original RMA to the new RMA?
Although this decision involves several findings, this articles focuses solely on the OMARA's finding regarding the "relationships with other Agents"...