The American Association of Daily Money Managers is committed to promoting high standards of client services provided by its members.

• Daily Money Managers (DMMs) help clients who have difficulty managing their personal monetary and/or business affairs
• DMMs do not act as accountants, financial advisors, or attorneys unless separately educated and properly licensed to do so
• DMMs shall have concern for the wellbeing of their clients
• DMMs shall treat clients, their family members, colleagues, and other professionals with fairness, discretion, and integrity
• DMMs shall not exploit their clients financially, socially, emotionally, sexually, physically, or in any other manner
• DMMs shall avoid those relationships or activities that interfere with professional judgement and objectivity
• DMMs shall disclose in writing any affiliations, association, or interest that may pose a potential conflict of interest or the appearance of impropriety
• DMMs shall strive to ensure fees are fair, reasonable, and commensurate with the services performed
• DMMs shall take reasonable precautions to avoid harm to the client or their property
• DMMs shall respect the right of their clients
• DMMs shall protect the client’s right to privacy and confidentiality in accordance with the laws of the state/province where the services are performed
• DMMs shall achieve and maintain high standards of competence
• DMMs shall accurately represent their professional experience and training and shall not act in any capacity for which they are not separately educated and properly licensed
• DMMs shall keep current with issues affecting their clients (health insurance, consumer fraud, etc.) and maintain all licenses, registrations, certifications, and insurance required by law to perform their services
• DMMs shall refer clients to other service providers or consult with the other service providers when additional knowledge and expertise are required

© 2016, American Association of Daily Money Managers