WEBVTT

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An agent serving a principal occupies a position of trust.

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A fiduciary must act for another's benefit within that relationship.

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Build the duty set:

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loyalty, lawful obedience, disclosure, confidentiality, accounting, and reasonable

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care.

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These duties guide the agent's conduct, not just the paperwork.

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Notice the word lawful.

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A client's instruction to discriminate unlawfully is not an instruction

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the agent must obey.

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Confidentiality also does not justify hiding a fact that the

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law requires the agent to disclose.

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Quick check:

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must an agent follow an unlawful discriminatory instruction from a

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client?

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No.

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Obedience applies to lawful instructions.

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Duties operate together within the law.