Harvey v Standing [2012] NZIACDT 58 (30 August 2012) [pdf, 124 KB]
...refunded fees when services have not been provided, that would potentially be regarded as material when determining the present complaint, subject to any submissions on the point. Request for further information from Mr Standing [25] The Code (clause 3) requires Mr Standing to maintain complete client records for seven years, and confirm in writing the details of material discussions with clients. Accordingly, he should be in a position to present a fully documented record of the profe...