Navigating Third-Party Information Requests: What Registrants Need to Know
The Professional Practice Department has received increasing inquiries from registrants who have been asked to release client information to third parties, such as banks, insurance companies, service providers and even the police. The Standards of Practice speak to this issue in Principle V: Confidentiality, and the following interpretations must be considered: 5.1.2 College registrants shall obtain consent to the collection, use or disclosure of client information including personal information, unless otherwise permitted or required by…