| Recipient and sponsor | The person paying may have legitimate interests without being entitled to every assessment or choice. |
| Help and autonomy | An adviser must offer a useful return without taking the recipient’s or another authorized participant’s decision. |
| Breadth and competence | Development questions cross practices; coordinating their results does not qualify the adviser to perform every assessment. |
| Transparency and confidentiality | The recipient needs intelligible grounds while protected information retains its disclosure limits. |
| Affordable entry | A formed question needs only its missing relationship conditions, not an automatic workshop or complete diagnosis. |
| Delivery and continuing duties | One recommendation can be delivered while actual contact, referral, protection, or closure duties remain. |