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  • When should discussions be held with individual persons?
  • At minimum, discussions about confidentiality should be held at the beginning of the relationship, periodically throughout, e.g. annual reviews, when a problem occurs, and at the termination of the relationship. Each discussion may include a signed statement that the confidentiality procedures were clearly explained to them, that they will follow the procedures, that they will return all information to the company when they no longer need it for the business with the company and that if they ever desire to disclose or use information that might be confidential they will request the company's permission first.

    Updated: 11/12/99
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