Rule 9.2.6 allows you to disclose confidential information to your professional indemnity insurer. This usually occurs when there is a client claim against you (or a potential circumstance that may give rise to a claim).
Your professional indemnity insurance policies or law firm policies may require you to make a disclosure, but you can only disclose under this exception to the extent required by those policies. To this end, we recommend that you review and consider these policies carefully, when considering whether a disclosure is permitted.
Ethical assistance
You may wish to contact the Law Institute of Victoria’s ethics helpline, which is freely available to all Victorian lawyers for confidential ethical assistance. Email ethics@liv.asn.au or call 03 9607 9336.
Related guidance
- Confidentiality and its exceptions
- Disclosure where there is express or implied consent
- Disclosure that is permitted or compelled by law
- Disclosure to seek advice on legal or ethical obligations
- Disclosure to avoid the probable commission of a serious criminal offence
- Disclosure to prevent imminent serious physical harm
- Steps to take when considering making a disclosure