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When working with clients, you must: Refuse to accept any personal information. Make sure that you do not share personal information with clients. Keep copies

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When working with clients, you must: Refuse to accept any personal information. Make sure that you do not share personal information with clients. Keep copies of all personal information received from clients. Work with clients to reduce the personal information exchanged to a reasonable minimum that is required in order to perform the services and satisfy your obligations

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