{"id":16277,"date":"2023-11-14T22:04:30","date_gmt":"2023-11-14T22:04:30","guid":{"rendered":"https:\/\/cpatacabamcdev.wpengine.com\/?page_id=16277"},"modified":"2024-06-04T20:54:14","modified_gmt":"2024-06-04T20:54:14","slug":"rule-1-and-rule-4-competence-and-quality-of-service-advising-clients-about-applying-in-foreign-jurisdictions","status":"publish","type":"page","link":"https:\/\/cpata-cabamc.ca\/en\/your-practice\/professional-conduct\/ethical-analyses-and-guidance-old\/rule-1-and-rule-4-competence-and-quality-of-service-advising-clients-about-applying-in-foreign-jurisdictions\/","title":{"rendered":"Rule 1 and Rule 4 &#8211; Competence and Quality of Service \u2013 advising clients about applying in foreign jurisdictions"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"16277\" class=\"elementor elementor-16277\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-e65080e elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"e65080e\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-aa0b670\" data-id=\"aa0b670\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3f4c7f8 elementor-widget elementor-widget-text-editor\" data-id=\"3f4c7f8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">Last month we considered <\/span><a href=\"https:\/\/cpata-cabamc.ca\/your-practice\/professional-conduct\/ethical-analyses-and-guidance-old\/rule-1-and-rule-4-competence-and-quality-of-service-considering-all-relevant-facts-and-providing-strategic-advice\/\"><span data-contrast=\"none\">what ethical obligations should be considered when a client or potential client asks a licensee to do the least amount of work for the least cost in order to make their patent or trademark become a reality<\/span><\/a><span data-contrast=\"auto\">. The analysis explored a licensee\u2019s obligation to inquire into and tailor their advice to a client\u2019s particular needs and business strategy, and in some cases, the need to decline to act if the client attempts to instruct a licensee to engage in conduct contrary to their professional and\/or ethical standards.\u00a0<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p><p><span data-contrast=\"auto\">This month, we consider a similar scenario, focussing on a novice client inquiring in which other jurisdictions (if any) they should make applications. We again consider how to manage a client\u2019s expectations in light of what the client hopes to accomplish with their patent or trademark, their business plan and their budget.\u00a0<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1de07bf elementor-widget elementor-widget-heading\" data-id=\"1de07bf\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">The Scenario <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-09bbdd2 elementor-widget elementor-widget-text-editor\" data-id=\"09bbdd2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span class=\"TextRun SCXW101311296 BCX0\" lang=\"EN-CA\" xml:lang=\"EN-CA\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW101311296 BCX0\">A client has <\/span><span class=\"NormalTextRun SCXW101311296 BCX0\">retained<\/span><span class=\"NormalTextRun SCXW101311296 BCX0\"> a licensee to <\/span><span class=\"NormalTextRun SCXW101311296 BCX0\">assist<\/span><span class=\"NormalTextRun SCXW101311296 BCX0\"> with a <\/span><span class=\"NormalTextRun SCXW101311296 BCX0\">trademark application<\/span><span class=\"NormalTextRun SCXW101311296 BCX0\">. The client is <\/span><span class=\"NormalTextRun SCXW101311296 BCX0\">a novice with respect to intellectual property and <\/span><span class=\"NormalTextRun SCXW101311296 BCX0\">is wondering <\/span><span class=\"NormalTextRun SCXW101311296 BCX0\">in <\/span><span class=\"NormalTextRun SCXW101311296 BCX0\">how many <\/span><span class=\"NormalTextRun SCXW101311296 BCX0\">jurisdictions<\/span><span class=\"NormalTextRun SCXW101311296 BCX0\"> they should apply<\/span><span class=\"NormalTextRun SCXW101311296 BCX0\">. <\/span><span class=\"NormalTextRun SCXW101311296 BCX0\">The client<\/span><span class=\"NormalTextRun SCXW101311296 BCX0\"> has the means to apply in many <\/span><span class=\"NormalTextRun SCXW101311296 BCX0\">jurisdictions<\/span> <span class=\"NormalTextRun SCXW101311296 BCX0\">and<\/span><span class=\"NormalTextRun SCXW101311296 BCX0\"> is looking for strategic advice.<\/span><\/span><span class=\"EOP SCXW101311296 BCX0\" data-ccp-props=\"{}\">\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-11aa8e4 elementor-widget elementor-widget-heading\" data-id=\"11aa8e4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">The Rules <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-62a5e2f elementor-widget elementor-widget-text-editor\" data-id=\"62a5e2f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span class=\"TextRun SCXW48453461 BCX0\" lang=\"EN-CA\" xml:lang=\"EN-CA\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW48453461 BCX0\">Part 1 of the Code (Competence)<\/span><\/span><span class=\"EOP SCXW48453461 BCX0\" data-ccp-props=\"{}\">\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ffe0c91 elementor-widget elementor-widget-text-editor\" data-id=\"ffe0c91\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p style=\"padding-left: 40px;\"><span data-contrast=\"auto\">Rule 1(2)<\/span><span data-ccp-props=\"{&quot;335559731&quot;:720}\">\u00a0<\/span><\/p><p style=\"padding-left: 40px;\"><span data-contrast=\"auto\">An agent fails to meet standards of professional competence if (a) there are deficiencies in\u00a0<\/span><span data-ccp-props=\"{&quot;335559685&quot;:720}\">\u00a0<\/span><\/p><p style=\"padding-left: 80px;\"><span data-contrast=\"auto\">(i)\u00a0 \u00a0\u2026 <\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p><p style=\"padding-left: 80px;\"><span data-contrast=\"auto\">(ii)\u00a0 \u00a0their attention to the interests of clients<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-78d9c76 elementor-widget elementor-widget-text-editor\" data-id=\"78d9c76\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span class=\"TextRun SCXW110668229 BCX0\" lang=\"EN-CA\" xml:lang=\"EN-CA\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW110668229 BCX0\">Part 4 of the Code (Quality of Service)\u00a0<\/span><\/span><span class=\"EOP SCXW110668229 BCX0\" data-ccp-props=\"{}\">\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6ed3bd4 elementor-widget elementor-widget-text-editor\" data-id=\"6ed3bd4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p style=\"padding-left: 40px;\"><span data-contrast=\"auto\">Rule 4(1)<\/span><span data-ccp-props=\"{&quot;335559685&quot;:720}\">\u00a0<\/span><\/p><p style=\"padding-left: 40px;\"><span data-contrast=\"auto\">The agent must give the client competent advice and service based on a sufficient knowledge of the relevant facts, an adequate consideration of the applicable law and the agent\u2019s own experience and expertise.\u00a0<\/span><span data-ccp-props=\"{&quot;335559685&quot;:720}\">\u00a0<\/span><span data-ccp-props=\"{&quot;335559685&quot;:720}\">\u00a0<\/span><\/p><p style=\"padding-left: 40px;\"><span data-contrast=\"auto\">Rule 4(2)<\/span><span data-ccp-props=\"{&quot;335559685&quot;:720}\">\u00a0<\/span><\/p><p style=\"padding-left: 40px;\"><span data-contrast=\"auto\">The agent\u2019s advice must be open and transparent and must clearly disclose what the agent honestly thinks about the merits of the matter at issue and the likely results.<\/span><span data-ccp-props=\"{&quot;335559685&quot;:720}\">\u00a0<\/span><span data-ccp-props=\"{&quot;335559685&quot;:720}\">\u00a0<\/span><\/p><p style=\"padding-left: 40px;\"><span data-contrast=\"auto\">Commentary to Rule 4(2)<\/span><span data-ccp-props=\"{&quot;335559685&quot;:720}\">\u00a0<\/span><\/p><p style=\"padding-left: 40px;\"><span data-contrast=\"auto\">Occasionally, an agent must be firm with a client. Firmness, without rudeness, is not a violation of the rule. In communicating with the client, the agent may disagree with the client\u2019s perspective or may have concerns about the client&#8217;s position on a matter and may give advice that will not please the client, which may legitimately require firm and animated discussion with the client. The agent must not keep the client in the dark about matters they know to be relevant to the retainer.<\/span><span data-ccp-props=\"{&quot;335559685&quot;:720}\">\u00a0<\/span><span data-ccp-props=\"{&quot;335559685&quot;:720}\">\u00a0<\/span><\/p><p style=\"padding-left: 40px;\"><span data-contrast=\"auto\">Rule 4(3)<\/span><span data-ccp-props=\"{&quot;335559685&quot;:720}\">\u00a0<\/span><\/p><p style=\"padding-left: 40px;\"><span data-contrast=\"auto\">If it becomes apparent to the agent that the client has misunderstood or misconceived the agent\u2019s position or what is really involved, the agent must use reasonable efforts to explain their advice and recommendations to the client.<\/span><span data-ccp-props=\"{&quot;335559685&quot;:720}\">\u00a0<\/span><span data-ccp-props=\"{&quot;335559685&quot;:720}\">\u00a0<\/span><\/p><p style=\"padding-left: 40px;\"><span data-contrast=\"auto\">Rule 4(5)<\/span><span data-ccp-props=\"{&quot;335559685&quot;:720}\">\u00a0<\/span><\/p><p style=\"padding-left: 40px;\"><span data-contrast=\"auto\">An agent must take reasonable steps to advise the client of the cost of seeking or obtaining intellectual property protection, on the recommendation of the agent, in Canada or elsewhere.<\/span><span data-ccp-props=\"{&quot;335559685&quot;:720}\">\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9a480a3 elementor-widget elementor-widget-heading\" data-id=\"9a480a3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">CPATA\u2019s Guidance <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b71c3db elementor-widget elementor-widget-text-editor\" data-id=\"b71c3db\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">In order to provide competent, quality services, licensees need to understand their client\u2019s goals. In terms of providing advice about applying in foreign jurisdictions, a licensee will need to take the time to appreciate what the client hopes to achieve with the protection of their IP. They need to understand aspects of the client\u2019s business, such as where the client hopes to operate and where their competition may be. Part of providing competent services means not only providing advice but tailoring that advice appropriately in light of the client\u2019s goals and circumstances. Licensees should be familiar with their client\u2019s business model, strategy, resources, and long-term plan in order to tailor their advice accordingly.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p><p><span data-contrast=\"auto\">Additionally, licensees must take the time to explain to clients their options \u2013 there may be a preferred path, but there also may be other options available. The Code provides that licensees need to take reasonable efforts to ensure that they explain their advice and recommendations to their clients. This communication needs to be ongoing throughout the agent-client relationship and should be responsive to any changes in the client\u2019s circumstances and\/or relevant law or policy.\u00a0<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p><p><span data-contrast=\"auto\">There may be times when a licensee needs to be firm about which steps are required. Part of providing quality services means that, in the event the licensee disagrees with the client about how to move forward, the licensee needs to still ensure that the client understands their advice and recommendations. The Code encourages licensees to be frank and candid with their clients about matters they know are relevant to their retainer. A smart step is to document all advice given and instructions taken, particularly in the event there Is a future disagreement between a licensee and client. <\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p><p><span data-contrast=\"none\">Essentially, clients need to be put in a position to pursue the best option available to them considering the totality of their circumstances, and based on making fully informed decisions. Licensees have an ethical obligation explain to their client the various options available to them and to ensure that the client understands and appreciates the pros and cons of each option. Licensees must provide their best advice based on the options available to their client in consideration of their client\u2019s interests, which the licensee must ensure they canvass. It is a best practice to document discussions with clients, and to follow up with clients to ensure they understand.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c49b313 elementor-widget elementor-widget-heading\" data-id=\"c49b313\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Are you a Licensee with a Question about your Professional Obligations? Contact \n\nCPATA. <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7f01fc8 elementor-widget elementor-widget-text-editor\" data-id=\"7f01fc8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span class=\"TextRun SCXW136054043 BCX0\" lang=\"EN-CA\" xml:lang=\"EN-CA\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW136054043 BCX0\" data-ccp-charstyle=\"eop\" data-ccp-charstyle-defn=\"{&quot;ObjectId&quot;:&quot;9622ce12-886f-4e26-a832-fee034476398|25&quot;,&quot;ClassId&quot;:1073872969,&quot;Properties&quot;:[469775450,&quot;eop&quot;,201340122,&quot;1&quot;,134233614,&quot;true&quot;,469778129,&quot;eop&quot;,335572020,&quot;1&quot;,469778324,&quot;Default Paragraph Font&quot;]}\">We invite you to contact us with your ethics questions <\/span><\/span><a class=\"Hyperlink SCXW136054043 BCX0\" href=\"https:\/\/cpata-cabamc.ca\/your-practice\/professional-conduct\/ethics-inquiries\/\" target=\"_blank\" rel=\"noreferrer noopener\"><span class=\"TextRun Underlined SCXW136054043 BCX0\" lang=\"EN-CA\" xml:lang=\"EN-CA\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW136054043 BCX0\" data-ccp-charstyle=\"Hyperlink\">online<\/span><\/span><\/a><span class=\"TextRun SCXW136054043 BCX0\" lang=\"EN-CA\" xml:lang=\"EN-CA\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW136054043 BCX0\" data-ccp-charstyle=\"eop\">. <\/span><span class=\"NormalTextRun SCXW136054043 BCX0\" data-ccp-charstyle=\"normaltextrun\" data-ccp-charstyle-defn=\"{&quot;ObjectId&quot;:&quot;9622ce12-886f-4e26-a832-fee034476398|26&quot;,&quot;ClassId&quot;:1073872969,&quot;Properties&quot;:[469775450,&quot;normaltextrun&quot;,201340122,&quot;1&quot;,134233614,&quot;true&quot;,469778129,&quot;normaltextrun&quot;,335572020,&quot;1&quot;,469778324,&quot;Default Paragraph Font&quot;]}\">T<\/span><span class=\"NormalTextRun SCXW136054043 BCX0\" data-ccp-charstyle=\"normaltextrun\">hrough the Ethics Inquiry process, CPATA\u2019s professional conduct experts are available to help interpret the <\/span><\/span><a class=\"Hyperlink SCXW136054043 BCX0\" href=\"https:\/\/cpata-cabamc.ca\/wp-content\/uploads\/2021\/06\/2021-06-28-Code-of-Professional-Conduct.pdf\" target=\"_blank\" rel=\"noreferrer noopener\"><span class=\"TextRun Underlined SCXW136054043 BCX0\" lang=\"EN-CA\" xml:lang=\"EN-CA\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW136054043 BCX0\" data-ccp-charstyle=\"Hyperlink\">Code<\/span><\/span><\/a><span class=\"TextRun SCXW136054043 BCX0\" lang=\"EN-CA\" xml:lang=\"EN-CA\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW136054043 BCX0\" data-ccp-charstyle=\"normaltextrun\"> as part of the process of risk-assessment and ethical analysis.<\/span><span class=\"NormalTextRun SCXW136054043 BCX0\" data-ccp-charstyle=\"eop\">\u202f<\/span><\/span><span class=\"EOP SCXW136054043 BCX0\" data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Last month we considered what ethical obligations should be considered when a client or potential<\/p>\n","protected":false},"author":7,"featured_media":0,"parent":6974,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"site-sidebar-layout":"no-sidebar","site-content-layout":"page-builder","ast-site-content-layout":"full-width-container","site-content-style":"unboxed","site-sidebar-style":"unboxed","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"disabled","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"folder":[],"class_list":["post-16277","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Rule 1 and Rule 4 - Competence and Quality of Service \u2013 advising clients about applying in foreign jurisdictions - CPATA<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cpata-cabamc.ca\/en\/your-practice\/professional-conduct\/ethical-analyses-and-guidance-old\/rule-1-and-rule-4-competence-and-quality-of-service-advising-clients-about-applying-in-foreign-jurisdictions\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Rule 1 and Rule 4 - Competence and Quality of Service \u2013 advising clients about applying in foreign jurisdictions - CPATA\" \/>\n<meta property=\"og:description\" content=\"Last month we considered what ethical obligations should be considered when a client or potential\" \/>\n<meta property=\"og:url\" content=\"https:\/\/cpata-cabamc.ca\/en\/your-practice\/professional-conduct\/ethical-analyses-and-guidance-old\/rule-1-and-rule-4-competence-and-quality-of-service-advising-clients-about-applying-in-foreign-jurisdictions\/\" \/>\n<meta property=\"og:site_name\" content=\"CPATA\" \/>\n<meta property=\"article:modified_time\" content=\"2024-06-04T20:54:14+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/cpata-cabamc.ca\/en\/your-practice\/professional-conduct\/ethical-analyses-and-guidance-old\/rule-1-and-rule-4-competence-and-quality-of-service-advising-clients-about-applying-in-foreign-jurisdictions\/\",\"url\":\"https:\/\/cpata-cabamc.ca\/en\/your-practice\/professional-conduct\/ethical-analyses-and-guidance-old\/rule-1-and-rule-4-competence-and-quality-of-service-advising-clients-about-applying-in-foreign-jurisdictions\/\",\"name\":\"Rule 1 and Rule 4 - Competence and Quality of Service \u2013 advising clients about applying in foreign jurisdictions - CPATA\",\"isPartOf\":{\"@id\":\"https:\/\/cpata-cabamc.ca\/en\/#website\"},\"datePublished\":\"2023-11-14T22:04:30+00:00\",\"dateModified\":\"2024-06-04T20:54:14+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/cpata-cabamc.ca\/en\/your-practice\/professional-conduct\/ethical-analyses-and-guidance-old\/rule-1-and-rule-4-competence-and-quality-of-service-advising-clients-about-applying-in-foreign-jurisdictions\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/cpata-cabamc.ca\/en\/your-practice\/professional-conduct\/ethical-analyses-and-guidance-old\/rule-1-and-rule-4-competence-and-quality-of-service-advising-clients-about-applying-in-foreign-jurisdictions\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/cpata-cabamc.ca\/en\/your-practice\/professional-conduct\/ethical-analyses-and-guidance-old\/rule-1-and-rule-4-competence-and-quality-of-service-advising-clients-about-applying-in-foreign-jurisdictions\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/cpata-cabamc.ca\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Your Practice\",\"item\":\"https:\/\/cpata-cabamc.ca\/en\/your-practice\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Professional Conduct\",\"item\":\"https:\/\/cpata-cabamc.ca\/en\/your-practice\/professional-conduct\/\"},{\"@type\":\"ListItem\",\"position\":4,\"name\":\"Ethical Analyses and Guidance (OLD)\",\"item\":\"https:\/\/cpata-cabamc.ca\/en\/?page_id=6974\"},{\"@type\":\"ListItem\",\"position\":5,\"name\":\"Rule 1 and Rule 4 &#8211; Competence and Quality of Service \u2013 advising clients about applying in foreign jurisdictions\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/cpata-cabamc.ca\/en\/#website\",\"url\":\"https:\/\/cpata-cabamc.ca\/en\/\",\"name\":\"CPATA\",\"description\":\"CPATA\",\"publisher\":{\"@id\":\"https:\/\/cpata-cabamc.ca\/en\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/cpata-cabamc.ca\/en\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/cpata-cabamc.ca\/en\/#organization\",\"name\":\"CPATA\",\"url\":\"https:\/\/cpata-cabamc.ca\/en\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/cpata-cabamc.ca\/en\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/cpata-cabamc.ca\/wp-content\/uploads\/2021\/02\/Logo-Light-RGB.svg\",\"contentUrl\":\"https:\/\/cpata-cabamc.ca\/wp-content\/uploads\/2021\/02\/Logo-Light-RGB.svg\",\"width\":561,\"height\":112,\"caption\":\"CPATA\"},\"image\":{\"@id\":\"https:\/\/cpata-cabamc.ca\/en\/#\/schema\/logo\/image\/\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Rule 1 and Rule 4 - Competence and Quality of Service \u2013 advising clients about applying in foreign jurisdictions - CPATA","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/cpata-cabamc.ca\/en\/your-practice\/professional-conduct\/ethical-analyses-and-guidance-old\/rule-1-and-rule-4-competence-and-quality-of-service-advising-clients-about-applying-in-foreign-jurisdictions\/","og_locale":"en_US","og_type":"article","og_title":"Rule 1 and Rule 4 - Competence and Quality of Service \u2013 advising clients about applying in foreign jurisdictions - CPATA","og_description":"Last month we considered what ethical obligations should be considered when a client or potential","og_url":"https:\/\/cpata-cabamc.ca\/en\/your-practice\/professional-conduct\/ethical-analyses-and-guidance-old\/rule-1-and-rule-4-competence-and-quality-of-service-advising-clients-about-applying-in-foreign-jurisdictions\/","og_site_name":"CPATA","article_modified_time":"2024-06-04T20:54:14+00:00","twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/cpata-cabamc.ca\/en\/your-practice\/professional-conduct\/ethical-analyses-and-guidance-old\/rule-1-and-rule-4-competence-and-quality-of-service-advising-clients-about-applying-in-foreign-jurisdictions\/","url":"https:\/\/cpata-cabamc.ca\/en\/your-practice\/professional-conduct\/ethical-analyses-and-guidance-old\/rule-1-and-rule-4-competence-and-quality-of-service-advising-clients-about-applying-in-foreign-jurisdictions\/","name":"Rule 1 and Rule 4 - Competence and Quality of Service \u2013 advising clients about applying in foreign jurisdictions - CPATA","isPartOf":{"@id":"https:\/\/cpata-cabamc.ca\/en\/#website"},"datePublished":"2023-11-14T22:04:30+00:00","dateModified":"2024-06-04T20:54:14+00:00","breadcrumb":{"@id":"https:\/\/cpata-cabamc.ca\/en\/your-practice\/professional-conduct\/ethical-analyses-and-guidance-old\/rule-1-and-rule-4-competence-and-quality-of-service-advising-clients-about-applying-in-foreign-jurisdictions\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/cpata-cabamc.ca\/en\/your-practice\/professional-conduct\/ethical-analyses-and-guidance-old\/rule-1-and-rule-4-competence-and-quality-of-service-advising-clients-about-applying-in-foreign-jurisdictions\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/cpata-cabamc.ca\/en\/your-practice\/professional-conduct\/ethical-analyses-and-guidance-old\/rule-1-and-rule-4-competence-and-quality-of-service-advising-clients-about-applying-in-foreign-jurisdictions\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/cpata-cabamc.ca\/en\/"},{"@type":"ListItem","position":2,"name":"Your Practice","item":"https:\/\/cpata-cabamc.ca\/en\/your-practice\/"},{"@type":"ListItem","position":3,"name":"Professional Conduct","item":"https:\/\/cpata-cabamc.ca\/en\/your-practice\/professional-conduct\/"},{"@type":"ListItem","position":4,"name":"Ethical Analyses and Guidance (OLD)","item":"https:\/\/cpata-cabamc.ca\/en\/?page_id=6974"},{"@type":"ListItem","position":5,"name":"Rule 1 and Rule 4 &#8211; Competence and Quality of Service \u2013 advising clients about applying in foreign jurisdictions"}]},{"@type":"WebSite","@id":"https:\/\/cpata-cabamc.ca\/en\/#website","url":"https:\/\/cpata-cabamc.ca\/en\/","name":"CPATA","description":"CPATA","publisher":{"@id":"https:\/\/cpata-cabamc.ca\/en\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/cpata-cabamc.ca\/en\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/cpata-cabamc.ca\/en\/#organization","name":"CPATA","url":"https:\/\/cpata-cabamc.ca\/en\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/cpata-cabamc.ca\/en\/#\/schema\/logo\/image\/","url":"https:\/\/cpata-cabamc.ca\/wp-content\/uploads\/2021\/02\/Logo-Light-RGB.svg","contentUrl":"https:\/\/cpata-cabamc.ca\/wp-content\/uploads\/2021\/02\/Logo-Light-RGB.svg","width":561,"height":112,"caption":"CPATA"},"image":{"@id":"https:\/\/cpata-cabamc.ca\/en\/#\/schema\/logo\/image\/"}}]}},"_links":{"self":[{"href":"https:\/\/cpata-cabamc.ca\/en\/wp-json\/wp\/v2\/pages\/16277","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cpata-cabamc.ca\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/cpata-cabamc.ca\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/cpata-cabamc.ca\/en\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/cpata-cabamc.ca\/en\/wp-json\/wp\/v2\/comments?post=16277"}],"version-history":[{"count":11,"href":"https:\/\/cpata-cabamc.ca\/en\/wp-json\/wp\/v2\/pages\/16277\/revisions"}],"predecessor-version":[{"id":19968,"href":"https:\/\/cpata-cabamc.ca\/en\/wp-json\/wp\/v2\/pages\/16277\/revisions\/19968"}],"up":[{"embeddable":true,"href":"https:\/\/cpata-cabamc.ca\/en\/wp-json\/wp\/v2\/pages\/6974"}],"wp:attachment":[{"href":"https:\/\/cpata-cabamc.ca\/en\/wp-json\/wp\/v2\/media?parent=16277"}],"wp:term":[{"taxonomy":"folder","embeddable":true,"href":"https:\/\/cpata-cabamc.ca\/en\/wp-json\/wp\/v2\/folder?post=16277"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}