The panel members were Mr Richard Hair PPNAEA (Honoured) (member panellist acting as the Chairperson for the Tribunal); Ms Katie Roughley MARLA (Honoured) (member panellist); and Mr Clive Wood (lay panellist).
The presenting Case Officer for Propertymark was Mr Ali Haider. Mrs Jarman attended the Hearing via Zoom.
Allegations
The Tribunal considered the allegations set out in the case summary sent to Mrs Jarman.
It was alleged that Mrs Jarman had acted in contravention of the requirements of the following Propertymark Conduct and Membership Rules.
- Conduct Rule 1.9: Title and conditions of a Client (bank) Account
- Conduct Rule 1.13: Payments into a Client (bank) Account
- Conduct Rule 1.23: Reconciliation(s) – format and frequency
- Conduct Rule 1.43: Identifying ownership of old or dormant funds
- Conduct Rule 13: General duty to uphold high standards of ethical and professional behaviour
- Conduct Rule 23: Continuing Professional Development (CPD)
Decisions
- Conduct Rule 1.9: Proven
- Conduct Rule 1.13: Proven
- Conduct Rule 1.23: Not proven
- Conduct Rule 1.43: Proven
- Conduct Rule 13: Not proven
- Conduct Rule 23: Admitted
Sanctions
- Conduct Rule 1.9: Formal Warning
- Conduct Rule 1.13: Formal Warning
- Conduct Rule 1.43: Formal Warning
- Conduct Rule 23: £50
In addition, the costs of this Hearing of £487.00 were imposed against Mrs Jarman in favour of Propertymark.
Closing Statement
The Tribunal made the following statement:
'The Tribunal thanks the member for her attendance today which was helpful to both the Tribunal, and we believe also helped her case. We recommend that the member and her accounting staff undertake Propertymark clients account training.'
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