California Code of Regulations
Title 16 - Professional and Vocational Regulations
Division 41 - Professional Fiduciaries Bureau
Article 4 - Code of Ethics
Section 4474 - Confidentiality

Universal Citation: 16 CA Code of Regs 4474

Current through Register 2024 Notice Reg. No. 38, September 20, 2024

(a) The licensee shall closely guard against the disclosure of personal information regarding the consumer except when such disclosure is required by law or necessary to protect the best interest of the consumer.

(b) Disclosure of consumer information shall be limited to what is lawful, necessary and relevant to the issue being addressed.

1. New section filed 11-2-2007 as an emergency; operative 11-2-2007 (Register 2007, No. 44). A Certificate of Compliance must be transmitted to OAL by 4-30-2008 or emergency language will be repealed by operation of law on the following day.
2. Certificate of Compliance as to 11-26-2007 order, including amendment of subsection (b), transmitted to OAL 4-24-2008 and filed 5-19-2008 (Register 2008, No. 21).

Note: Authority cited: Sections 6517 and 6520, Business and Professions Code. Reference: Section 6520, Business and Professions Code.

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