Sentences with phrase «follows the client confidentiality»

HALCO follows the client confidentiality rules of the Law Society of Ontario (formerly the Law Society of Upper Canada).

Not exact matches

These registrations require the advisor and the firm to follow specific rules of conduct and operations such as, client confidentiality and adhering to ethical practices.

«I think her direct testimony was pretty compelling and I think through her testimony we established the lawyer - client privilege, confidentiality obligation was violated, the executive session confidentiality privilege was violated and these are serious violations,» Miller told reporters following the hearing.

Guinle follows clients on building their collections, presents access to significant works, provides objective advice along with discretion and confidentiality.

In order to do this without compromising client confidentiality, Clio allows an opt - out process, and ensures the following:

Our main strengths are: deep care for every detail; involve the clients and share with them the critical issues and the results obtained, as well as offering maximum confidentiality in every single operation followed.

The proposed opinion follows other states that have addressed the issue in concluding that lawyers may ethically use cloud computing, provided they exercise due diligence to ensure that the cloud provider maintains adequate safeguards to protect the confidentiality and security of client information.

The client confidentiality issue is the one most scholars will be most interested to follow, though it will take another lawyer like Mr. Hunter actually discussing client information to trigger a similar case in another state.

In circumstances where applicable federal laws might allow disclosure, we will continue to follow the stricter non-disclosure rules of attorney - client privilege and client confidentiality.

It follows that where the beneficiary is in an adversarial relationship with the executrix, solicitor - client privilege remains in place to preserve the confidentiality of those communications.

The following is the question posed of the ethics committee in Proposed 2011 Formal Ethics Opinion 6 — Subscribing to Software as a Service While Fulfilling the Duties of Confidentiality and Preservation of Client Property:

The biggest claims risk occurs not with substantive law (12 per cent), but rather within lawyer / client communication and relationship issues at 35 per cent of all claims, followed by time and deadline management (17 per cent), inadequate investigation / discovery of fact (16 per cent), clerical (six per cent), and confidentiality (five per cent).

Our experience includes advising on the following (for reasons of client confidentiality we are unable to disclose the names of a number of our clients):

The ideal candidate for this job should be able to demonstrate the following skills in his or her resume: reporting abilities, analytical thinking, organizational skills, a good understanding of client business needs, computer proficiency, and confidentiality.

The main duties listed in a strong resume sample are greeting and registering clients, following office protocols, offering information and assistance to patients while filling in forms, updating databases, maintaining confidentiality, and handling daily appointments.

• Maintained records of clients and their payments, ensuring that strict confidentiality rules were followed.

Recorded notes during meetings between attorneys and clients while following confidentiality laws

In conclusion, therapists should protect themselves and the confidentiality of client treatment information in their possession by following these steps to ensure that client consent is obtained before disclosing any treatment information sought through a Subpoena.

However, law requires the following exceptions to client confidentiality: Where there is suspicion or evidence of child or elder abuse, Where there is reasonable suspicion that the client presents danger to self or other, and court order.

If you enter into a written agency agreement, as a client, the real estate brokerage has the following client - level duties: obedience, loyalty, disclosure, confidentiality, accounting, and reasonable skill and care.