Releasing Client/Employee Information
We sometimes get calls from different branches of the government (i.e. FBI, Trustee’s Office, etc.) or employment offices asking for information about an account, client, or employee.
- Do not provide any information about a client’s account or an employee/ex-employee.
- Let the caller know that you will need to escalate their request and you’ll have someone call them back.
- These calls aren’t typically urgent so there is no need to ping a TL.
Send an action with the following:
- Person’s Name
- Organization (if applicable)
- A telephone number where they can be reached
- Information that they need (what’s the call about?)
- Additional Relevant information
Remember as part of our disclosure statement: No information will ever be conveyed or disclosed to any third party without the client’s consent, except as may be required by law.