We know a lot about our clients, and their trust in us is a priceless asset. Our RISE values of Integrity and Service require that we handle others' confidential information at least as carefully as we would our own. Any inappropriate use of confidential client information weakens that trust and our relationship with our clients. In addition, acceptance of client confidential information creates a legal responsibility to protect it. Any mistake in handling it could subject you and CBRE to liability. For these reasons, it is a violation of policy, and in some cases the law, to disclose or use client information for anything other than the purpose for which the information is entrusted with us. All of us must be sure to follow the same security measures for client information that we do for our own sensitive CBRE information.

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Our Clients' Information Check your knowledge

CBRE was recently hired to assist a large multinational company to consolidate assets and strategically manage their real estate portfolio. You are part of the team and one of your colleagues, Yasmin, has a kid on the same soccer team as your child. One Saturday morning at a soccer game, you overheard Yasmin discussing the project with another parent on the sideline, describing which locations CBRE recommends will be closed, and how many job losses are expected to occur at the client company as a result.

Has Yasmin done anything wrong?

Yes No
Correct Answer — Yes

Since the clients plans have not been made public, this information is confidential. We are entrusted to handle our clients' information at least as carefully as we would our own.

Oliver, a CBRE employee, has a friend, Daria, that is a part owner of a company that owns an office building downtown. Over dinner one evening, Oliver mentioned that one of his clients is a large bank. It turns out, Daria's company has obtained a rotating line a credit from the bank to fund operating expenses until month-end lease payments are made by the tenants in the building, at which time the line of credit is repaid. Your friend confided that the bank has asked CBRE to conduct a valuation of the building for the purposes of a routine risk exposure assessment. If the valuation comes in low, the bank will reduce—or even rescind—the line of credit pushing the company in jeopardy of going bankrupt. Your friend confides in you that she sunk her saving into the company and would "lose it all" if the line of credit is reduced or rescinded. She asked if you could share the valuation with her before the bank receives it – and if it is low, she can cash out under the terms of the LLC operating agreement and save her retirement nest egg.

Should Oliver help Daria?

Yes No
Correct Answer — No

This information is clearly the property of the banks and it is not for dissemination.

Incorrect Selection

Please re-examine the situation presented carefully and choose again.

 
Policy Guidance
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A
Access to Employee Records Anti-Corruption Policy
B
Business Records Retention and Destruction
C
Communications and Fair Disclosure Policy Confidentiality / Non-disclosure Conflicts Identification and Management Policy for Government Contracts Conflicts of Interest
D
Drug-Free Workplace
E
E-Marketing Policy Electronic Communication Electronic Communications & Acceptable use of Technology: Social Media Employee Assistance Program Employment of Relatives Equal Employment Opportunity
G
Gifts and Entertainment
H
Harassment-Free Workplace
I
Inappropriate Entertainment Information Asset Protection Internal Communications Investigations of Legal and Ethical Misconduct
M
Managing Conflicts of Interests - Information Barriers Media Relations
N
Non-Retaliation
O
OFAC Compliance Open Bidding Outside Employment
P
Personal Ownership of Real Estate Political Contributions Public Relations
R
Report of Injuries/Accidents Restrictions on Marketing by Fax
S
Safe Workplace Policy Securities Compliance Smoke-Free Workplace Social Media Solicitation and Distribution Standards of Conduct
T
Timekeeping
U
Use of CB Richard Ellis Name or Identity Use of Company Property
V
Violence in the Workplace