Confidentiality and Communication with Predecessor / Successor

Doesn’t the Confidentiality Rule Prevent Me from Responding to a Courtesy Letter?  Practitioners are required by Rule 302 in the CPABC Code of Professional Conduct (the Code) to send and respond to a courtesy letter. Sometimes, predecessors are concerned that they might be prohibited from disclosing the reasons for terminating the client relationship. We refer you to  Rule 208 in the Code, Confidentiality of information, where you are permitted to disclose information for the purpose of Rule 302 and other circumstances.

The information in this document was current and accurate when it was published (see date at the top). While we try our best to update and remove old documents, there is a chance we miss some. Always refer to the most recent version of the Act, Bylaws, or Code (linked) posted on the CPABC website as the wording therein prevails over information in this document. If you think we did miss an update or removal, please confirm with us at ProfessionalAdvisory@bccpa.ca.