Confidentiality Laws Vs Duties of a member/candidate in the CFAI PCP
Hello everyone. I’m just wondering, if the law does not allow a member or candidate to divulge client information, would it be a violation of the standard III(E) to reveal the information if CFAI PCP requests it? What’s confusing me is a statement in the curriculum that says ” If permissible by law…” Does it mean that you cannot reveal information to the CFAI PCP if its first allowed under the applicable law? Or can you reveal info to the CFAI PCP even if the law doesn’t allow it?
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