Confidentiality & Disclosure - The SRA Requirements Explained

Introduction

Confidentiality and disclosure duties must be understood by all solicitors regardless of how they practice, and by all non-solicitor employees of law firms authorised by the SRA.

Law firm managers, and the firm’s COLP, will want to be satisfied that the firm has appropriate risk management policies and procedures to deal with these high-risk topics.

What You Will Learn

This webinar will cover the following:

• The importance of understanding the SRA’s regulatory requirements
• The SRA’s expectations of managers, the COLP, and all employees
• Confidentiality duties in the SRA Standards and Regulations
• Common misunderstandings and how these can be remedied
• Risk hot topics - e.g. hybrid working and portable working risks
• Disclosure standards in the SRA Standards and Regulations
• Information barriers - use and misuse
• Connection with data protection risk management
• Latest legal cases and disciplinary decisions
• Risk management techniques

This webinar was recorded on 14th July 2022