Guidance on Visiting Client’s – Covid-19

Tue Jul 28 2020

Planning for delivery of Financial Services in the home / work place (Directors/Principals)

  • Ensure that you and all employees have had basic training relevant to COVID-19
  • Basic training should include training in “Standard Precautions” , in particular hand hygiene, respiratory hygiene and cough etiquette and in “Transmission Based Precautions (Contact, Droplet & Airborne)” including the appropriate use of Personal Protective Equipment (PPE) See below for further information on these
  • Ensure that anyone visiting a client has access to alcohol hand rub and any personal equipment required to ensure that visits to clients are carried out in a manner that is safe for the client and for the visitor
  • You and all staff should be made aware of the early signs and symptoms of COVID-19 and how to recognise these and whom to alert if you have a concern
  • Please find the most up to date guidance here:
  • Staff members should be made aware that it is mandatory that if they are unwell and have symptoms of COVID-19 such as cough, temperature or shortness of breath, or if they are a contact of someone with COVID-19, they should not attend a meeting with a client and should notify their employer and ring their GP for further instructions. Neither you nor your staff should visit a client’s home/work place if you are unwell or have symptoms of COVID-19
  • If you or an employee are concerned that you may have COVID-19, it should be mandatory to stay at home / work place and self-isolate and contact your doctor or occupational health service by telephone

The following materials can be used to support staff education and training:


HSE Hand Hygiene

HSE Hand Hygiene and preventing the spread of coronavirus (Covid-19)


Covid-19 Information booklet


Stay Safe poster

How to prevent Covid-19 poster

Hand Hygiene Poster

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