Conclusion

Financial mentors protect client information by maintaining confidentiality, using secure systems, and sharing details only with consent or when legally required. Clients are informed about privacy policies, their rights, and the limits of confidentiality. These limits include legal obligations, risks of harm, and the need for professional guidance or supervision. Mentors communicate these boundaries clearly, balance confidentiality with duty of care, and follow mandatory reporting requirements, ensuring ethical, safe, and trustworthy financial mentoring.

Reflection