At an absolute minimum, ask them to clearly disclose to you verbally at the time they give you advice (not buried in a client agreement) when they are not acting as a fiduciary.
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Herman said his client would not discuss details of any possible agreement.
Tax relations between Switzerland and the European Union have been fairly cordial a limited agreement on co-operation in 2004 allows client confidentiality.
Be accountable, keep the client-owner informed, you have a lot of discretion under the agreement, but make sure he's okay with what you're doing.
In the recent past, the Swiss government has been able to protect its banking laws while addressing concerns of countries like Germany and the U.K. by entering into new tax agreements that effectively curb tax evasion opportunities in Switzerland while maintaining client privacy (See UBS and Credit Suisse Will Take Lumps from Swiss-British Tax Agreement).
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Under the agreement, the White House will note the documents that it believes are subject to attorney-client privilege, and provide information about them.
In this connection, three virtually unanimous Senate resolutions over the past 12 months calling on this President to discuss and reach agreement with allied leaders on the security dimensions of Western credit flows to Warsaw Pact countries and Soviet client states, have, thus far, been ignored by the executive branch.
Once the matter has become the subject of a confidentiality agreement, the money manager will usually withhold it from regulators and law enforcement pursuant to the attorney-client privilege.
The magnitude of the conflicts was so great, Winter wrote, that each client would need his own lawyer to review the 29-page DRSA to figure out whether he should sign the agreement with Leeds Morelli.
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