Which statement best describes appropriate handling of nonpublic client information in public communications?

• A. Share client information publicly with context
• B. Post only general market tips
• C. Do not disclose nonpublic client information; maintain privacy settings; avoid giving strangers specific advice
• D. Share client testimonials without consent

Answer: (C)

Protecting client confidentiality means never putting nonpublic client information into public communications. The best approach is to avoid disclosing any nonpublic client details, keep privacy settings on your public channels so only appropriate audiences can see your posts, and avoid giving strangers advice that is tailored to a specific client. When you communicate publicly, focus on general concepts, not information tied to a particular client or their holdings. You can share broadly applicable financial principles or market observations that don’t reference private data, but you must not reveal nonpublic information. Also, do not use client testimonials without explicit consent. This combination maintains trust, complies with fiduciary duties, and safeguards sensitive information.