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Confidentiality and disclosure policy

1. 1. 1

      Policy statement

      1. 1.1

         It is the policy of [firm name] (‘the firm’) to conduct its business in compliance with the highest professional standards. We are committed to acting professionally, fairly and with integrity in all our business dealings and relationships. This document describes our approach to maintaining confidentiality of client information.

      1. 1.2

         The purpose of this policy is to:

         1. 1.2.1

            set out our responsibilities and the responsibilities of those working for us, in maintaining confidentiality of client information

         1. 1.2.2

            provide information and guidance on how to recognise and deal with maintaining confidentiality of client information

      1. 1.3

         In this policy 'third party' means any individual or organisation with which you come into contact during the course of your work with the firm. This includes potential, current and previous clients, suppliers, distributors, business contacts, agents, advisors, and government and public bodies including their advisors, representatives and officials, politicians, and political parties.

   1. 2

      Responsibilities

      1. 2.1

         The [conflicts and confidentiality partner OR compliance officer for legal practice (COLP)] is responsible for this policy and for supervising the firm’s confidentiality arrangements. If the [conflicts