Standard IV (B.5), Preservation of Confidentiality states:

Standard IV (B.5), Preservation of Confidentiality states:
A . all of these answers.
B . none of these answers.
C . members must release information to AIMR when the Professional Conduct Program is holding an investigation, unless there is a settlement agreement between the parties that stipulates confidentiality.
D . if the information is confidential, even illegal activity may not be reported, because there is the issue of trust between parties.
E . members should avoid disclosing any information received from a client except to authorized fellow employees who are also working for the client.

View Answer

Answer: E

Explanation:

Under Standard IV (B.5), members shall preserve the confidentiality of information communicated by clients within the scope of client- member or employer- member relationship, except when the member receives information concerning illegal activity on the part of the client. When there is an investigation under PCP, members shall provide information about a client in support of the investigation. Settlement agreements with confidentiality clauses do not prohibit members from cooperating with a PCP investigation.