Exams
Topic module

Code, Client Care, Conflicts and Scope

Current Code principles, authorisation, client interests, law and justice, conflicts, confidentiality, referral arrangements and record keeping.

Long-form learning
Concept to Risk to Memory to Check-up

How to prepare for the Level 2 assessment

Apply current Rules and policy to detailed client histories, select lawful options, plan evidence, draft clear advice and identify the exact point where Level 3, another category or Judicial Review referral is required.

Core concepts

Concept 1

The current Code requires lawful, competent service within the organisation's and adviser's authorised level and category.

Exam cue: Check organisation, adviser, level, category and task before acting.

Concept 2

Client interests operate with duties to uphold UK law, maintain independence, manage conflicts and protect confidentiality.

Exam cue: Resolve conflicts, confidentiality, referral incentives and client-care terms before substantive work.

Concept 3

Referral must protect consent, deadlines, evidence, client understanding and continuity rather than simply close the file.

Exam cue: Record advice, authority, material decisions, scope limits and handoff.

Risk pitfalls and guardrails

Accepting an inducement for referring a client.

Guardrail: Do not let a strong merits analysis cross the current Level 2 Immigration boundary.

Treating the client's preferred outcome as permission to mislead UKVI.

Guardrail: Do not let a strong merits analysis cross the current Level 2 Immigration boundary.

Continuing work after the case crosses the Level 2 or Immigration-category boundary.

Guardrail: Do not let a strong merits analysis cross the current Level 2 Immigration boundary.

Memory anchors

Code, Client Care, Conflicts and Scope: rule

The current Code requires lawful, competent service within the organisation's and adviser's authorised level and category.

Code, Client Care, Conflicts and Scope: application

Client interests operate with duties to uphold UK law, maintain independence, manage conflicts and protect confidentiality.

Code, Client Care, Conflicts and Scope: boundary

Referral must protect consent, deadlines, evidence, client understanding and continuity rather than simply close the file.

Code, Client Care, Conflicts and Scope: first check

Check organisation, adviser, level, category and task before acting.

Code, Client Care, Conflicts and Scope: evidence check

Resolve conflicts, confidentiality, referral incentives and client-care terms before substantive work.

Code, Client Care, Conflicts and Scope: final check

Record advice, authority, material decisions, scope limits and handoff.

Checkpoint rule

Do the check-up only after you can summarize each concept in one sentence and identify one dangerous pitfall from memory.

Knowledge Check (after reading)

Short check-up to confirm understanding of this module.

Check-up Questions

1-2 question checkpoint

Does passing the Level 2 assessment authorise someone to advise clients?

An adviser passed Level 2 but their organisation is not authorised. What is correct?

Answer all questions to submit.

Next step personalized recommendations

Continue learning

Move forward only after this module is stable.

Next topic: Fact Finding, Evidence, Advice and RepresentationsStart focused practiceOpen flashcardsView personalized queue

What is Pass Harbor?

Completely free exam prep for 247 UK exams.

  • Practice questions
  • Flashcards
  • Study guides
  • Mock exams
  • No registration
  • No paywall
  • Start instantly
“No more expensive exam prep. Quality study tools should be accessible to everyone.”