C-26, r. 123 - Code of ethics of chartered appraisers

Section 51 Disposition versions

2018-04-12

51. To ensure the secrecy of confidential information that becomes known to him in the practice of his profession, a chartered appraiser shall

(1)  refrain from using such information to the prejudice of a client or for purposes other than those for which it was given to him, such as, in particular, to obtain a direct or indirect benefit for himself or another person;

(2)  take the necessary measures to ensure that any person who cooperates or collaborates with the chartered appraiser or carries on activities with the chartered appraiser within a partnership or joint-stock company does not disclose or use such information that becomes known to the chartered appraiser in the performance of their duties;

(3)  avoid initiating or participating in indiscreet conversations concerning a client or services provided to the client;

(4)  refrain from revealing that a person has requested his services unless it is required by the nature of the case or the person has given written authorization to do so;

(5)  ensure, where he asks a client to disclose information of a confidential nature or allows such information to be confided to him, that the client is fully aware of the purpose of the interview and of the various uses that could be made of such information.

O.C. 1282-2000, s. 51; O.C. 161-2012, s. 11; O.C. 251-2018, s. 24.

2012-09-01

51. To ensure the secrecy of confidential information that becomes known to him in the practice of his profession, an appraiser shall

(1)  refrain from using such information to the prejudice of a client or for purposes other than those for which it was given to him, such as, in particular, to obtain a direct or indirect benefit for himself or another person;

(2)  take the necessary measures to ensure that any person who cooperates or collaborates with the appraiser or carries on activities with the appraiser within a partnership or joint-stock company does not disclose or use such information that becomes known to the appraiser in the performance of their duties;

(3)  avoid initiating or participating in indiscreet conversations concerning a client or services provided to the client;

(4)  refrain from revealing that a person has requested his services unless it is required by the nature of the case or the person has given written authorization to do so;

(5)  ensure, where he asks a client to disclose information of a confidential nature or allows such information to be confided to him, that the client is fully aware of the purpose of the interview and of the various uses that could be made of such information.

O.C. 1282-2000, s. 51; O.C. 161-2012, s. 11.