How should file transfers be handled when changing practitioners?

• A. Ensure confidentiality, provide a proper handover, and transfer files in accordance with professional rules and client interests.
• B. Copy all files and place them on a public server.
• C. Transfer files only at the end of the year.
• D. Delay transfer to maximize advantage.

Answer: (C)

When a practitioner changes, the priority is safeguarding confidentiality and ensuring a proper, seamless handover that protects the client’s interests. Files should be transferred promptly and securely to the new practitioner (or returned to the client as appropriate), with all relevant material and a clear handover so the client’s matter can continue without prejudice. Copying files to a public server would breach confidentiality, and delaying transfer—in particular until the end of the year or to gain an advantage—undermines duties to the client and could amount to professional misconduct. So the best approach is to ensure confidentiality, provide a proper handover, and transfer files in accordance with professional rules and the client’s interests.