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7. 9 10 11 12 Carol shares an office with an accountant. They want to make sure that their clients have privacy while discussing thelr
7. 9 10 11 12 Carol shares an office with an accountant. They want to make sure that their clients have privacy while discussing thelr finances, and so they alternate days and times and are never there a the same time. They both keep their files in tabeled cabinets and the office has a locked door to ensure thelr client files remain confidential Carol and the accountant also have a referral prwment when their client need each other services. What should Carol be concerned about? VEZECZORKSMEZTRHdErgro9 She should nor de sharing an office with anyone outside of the insurance industry . She is not protecting her clients confidentially by locking their files in a secure location. Ashaning offices, she is not maintaining diligence or reliability Advisors need to have their own offices to speak with clients. a referring clients to the accountant, she is not maintaining their confidentiality EXCZDRKSMEZTRHLEIFT09 SUBMIT EXA
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