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24.201.720    CONFIDENTIAL CLIENT INFORMATION

(1) A firm or permit holder shall not without the consent of his client disclose any confidential information pertaining to his client obtained in the course of performing professional services.

(2) This rule does not:

(a) relieve a firm or permit holder of any obligations under ARM 24.201.715 and 24.201.716, or

(b) affect in any way a firm or permit holder's obligation to comply with a validly issued subpoena or summons enforceable by order of a court, or

(c) prohibit disclosures in the course of a quality review of a firm or permit holder's professional service, or

(d) preclude a firm or permit holder from responding to any inquiry made by the board or any investigative or disciplinary body established by law or formally recognized by the board, or

(e) relieve a firm or permit holder of the requirement to file reports under ARM 24.201.1107.

(3) Members of the board and professional practice reviewers shall not disclose any confidential client information which comes to their attention from firms or permit holders in disciplinary proceedings or otherwise in carrying out their responsibilities, except that they may furnish such information to an investigative or disciplinary body of the kind referred to above.

History: 37-50-203, MCA; IMP, 37-50-203, 37-50-321, MCA; NEW, 1980 MAR p. 2971, Eff. 11/29/80; TRANS, from Dept. of Prof. & Occup. Lic. , Ch. 274, L. 1981, Eff. 7/1/81; AMD, 1984 MAR p. 961, Eff. 6/29/84; AMD, 1986 MAR p. 1500, Eff. 9/12/86; TRANS, from Commerce, 2005 MAR p. 2668.

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