{"id":19280,"date":"2024-05-02T16:16:40","date_gmt":"2024-05-02T16:16:40","guid":{"rendered":"https:\/\/cpata-cabamc.ca\/?page_id=19280"},"modified":"2025-10-20T17:30:23","modified_gmt":"2025-10-20T17:30:23","slug":"ethical-analyses-and-guidance","status":"publish","type":"page","link":"https:\/\/cpata-cabamc.ca\/en\/your-practice\/professional-conduct\/ethical-analyses-and-guidance\/","title":{"rendered":"Ethical Analyses and Guidance"},"content":{"rendered":"<p>CPATA has developed the following resources for licensees in the form of Ethics Analyses pieces based on submitted questions on a de-identified basis. These demonstrate the application of the <a href=\"https:\/\/cpata-cabamc.ca\/regulation\/code-of-professional-conduct\/\" rel=\"noreferrer noopener\">Code of Professional Conduct<\/a> in real life scenarios and proactively give licensees access to ethical advice.<\/p>\n<p><a href=\"https:\/\/cpata-cabamc.ca\/en\/your-practice\/professional-conduct\/ethical-analyses-and-guidance-old\/file-transferring\/\">File Transferring<\/a><\/p>\n<p><a href=\"https:\/\/cpata-cabamc.ca\/en\/your-practice\/professional-conduct\/ethical-analyses-and-guidance-old\/rule-5-fees-and-disbursements-foreign-agents\/\">Rule 5 \u2013 Fees and Disbursements; Foreign Agents<\/a><\/p>\n<p><a href=\"https:\/\/cpata-cabamc.ca\/en\/your-practice\/professional-conduct\/ethical-analyses-and-guidance-old\/rule-6-withdrawal-of-services-when-surrendering-a-licence\/\">Rule 6 \u2013 Withdrawal of services when surrendering a licence<\/a><\/p>\n<p><a href=\"https:\/\/cpata-cabamc.ca\/en\/your-practice\/professional-conduct\/ethical-analyses-and-guidance-old\/rule-6-leaving-your-current-practice-for-another-job-ethical-obligations-for-when-youre-leaving-your-firm-or-your-solo-practice-and-are-staying-in-private-practice\/\">Rule 6 Commentary \u2013 fees and disbursements \u2013 file transfer\/withholding a file \u2013 accounts receivable<\/a><\/p>\n<p><a href=\"https:\/\/cpata-cabamc.ca\/en\/your-practice\/professional-conduct\/ethical-analyses-and-guidance-old\/rule-7-duties-to-college-members-and-other-persons-rule-7-5-mandatory-reporting-duty-to-report\/\">Rule 7 \u2013 Duties to College, Members and Other Persons; Rule 7-5 Mandatory reporting\/duty to report<\/a><\/p>\n<p><a href=\"https:\/\/cpata-cabamc.ca\/en\/your-practice\/professional-conduct\/ethical-analyses-and-guidance-old\/rule-1-competence-rule-4-quality-of-service-missed-deadlines\/\">Rule 1: Competence; Rule 4: Quality of Service \u2013 missed deadlines<\/a><\/p>\n<p><a href=\"https:\/\/cpata-cabamc.ca\/en\/your-practice\/professional-conduct\/ethical-analyses-and-guidance-old\/rule-10-unauthorized-practice-rule-10-2-rule-1-3-duty-to-supervise-staff-agents-in-training-etc\/\">Rule 10 \u2013 Unauthorized Practice; Rule 10-2; Rule 1-3 \u2013 Duty to Supervise Staff, Agents in Training, etc.\u00a0<\/a><\/p>\n<p><a href=\"https:\/\/cpata-cabamc.ca\/en\/your-practice\/professional-conduct\/ethical-analyses-and-guidance-old\/rule-1-5-competence-and-staying-abreast-of-developments-in-the-law-relating-to-privilege-the-janssen-debate\/\">Rule 1-5 \u2013 Competence and staying abreast of developments in the law relating to privilege \u2013 the Janssen debate<\/a><\/p>\n<p><a href=\"https:\/\/cpata-cabamc.ca\/en\/your-practice\/professional-conduct\/ethical-analyses-and-guidance-old\/rule-2-confidentiality\/\" rel=\"noopener\">Rule 2 &#8211; Confidentiality<\/a><\/p>\n<p><a href=\"https:\/\/cpata-cabamc.ca\/en\/your-practice\/professional-conduct\/ethical-analyses-and-guidance-old\/rule-3-conflicts-of-interest-and-the-duty-of-loyalty\/\">Rule 3 \u2013 conflicts of interest and the duty of loyalty\u00a0<\/a><\/p>\n<p><a href=\"https:\/\/cpata-cabamc.ca\/en\/your-practice\/professional-conduct\/ethical-analyses-and-guidance-old\/ethics-byte-an-update-to-the-janssen-debate\/\">Ethics byte: an update to the Janssen debate<\/a><\/p>\n<p><a href=\"https:\/\/cpata-cabamc.ca\/en\/your-practice\/professional-conduct\/ethical-analyses-and-guidance-old\/courtesy-civility-and-good-faith-rules-7-and-8-and-an-agents-conduct\/\">Courtesy, civility and good faith \u2013 Rules 7 and 8 and an agent\u2019s conduct<\/a><\/p>\n<p><a href=\"https:\/\/cpata-cabamc.ca\/en\/your-practice\/professional-conduct\/ethical-analyses-and-guidance-old\/rule-6-leaving-your-current-practice-for-another-job-ethical-obligations-for-when-youre-leaving-your-firm-or-your-solo-practice-and-are-staying-in-private-practice\/\">Rule 6 \u2013 Leaving your current practice for another job? Ethical obligations for when you\u2019re leaving your firm or your solo practice and are staying in private practice<\/a><\/p>\n<p><a href=\"https:\/\/cpata-cabamc.ca\/en\/your-practice\/professional-conduct\/ethical-analyses-and-guidance-old\/rule-4-quality-of-service\/\">Rule 4 \u2013 Quality of Service<\/a><\/p>\n<p><a href=\"https:\/\/cpata-cabamc.ca\/your-practice\/professional-conduct\/ethical-analyses-and-guidance-old\/rule-6-withdrawal-of-services-section-25-college-bylaws-what-to-do-when-you-cant-reach-a-client\/\">Rule 6 \u2013 withdrawal of services; College Bylaws \u2013 sections 46(1)(d) and 50(1)(d) \u2013 notifying clients and CIPO of withdrawal from client matters<\/a><\/p>\n<p><a href=\"https:\/\/cpata-cabamc.ca\/your-practice\/professional-conduct\/ethical-analyses-and-guidance-old\/rule-1-competence-technical-competencies\/\">Rule 1 \u2013 Competence \u2013 Technical Competencies<\/a><\/p>\n<p><a href=\"https:\/\/cpata-cabamc.ca\/your-practice\/professional-conduct\/ethical-analyses-and-guidance-old\/rule-1-competence-how-the-competence-rules-may-require-honest-self-reflection-about-whether-the-licensee-has-the-expertise-needed-to-accept-the-file\/\">Rule 1 \u2013 Competence \u2013 how the competence rules may require honest self-reflection about whether the licensee has the expertise needed to accept the file<\/a><\/p>\n<p><a href=\"https:\/\/cpata-cabamc.ca\/rule-1-5-competence-and-staying-abreast-of-developments-in-the-law-relating-to-privilege-boehringer-ingelheim-canada-ltd-v-pharmascience-inc\/\">Rule 1-5 \u2013 Competence and staying abreast of developments in the law relating to Privilege \u2013 Boehringer Ingelheim (Canada) Ltd. v Pharmascience Inc.<\/a><\/p>\n<p><a href=\"https:\/\/cpata-cabamc.ca\/your-practice\/professional-conduct\/ethical-analyses-and-guidance-old\/rule-9-advertising-and-solicitation-what-is-misleading-marketing\/\">Rule 9 \u2013 Advertising and solicitation \u2013 what is misleading marketing<\/a><\/p>\n<p><a href=\"https:\/\/cpata-cabamc.ca\/your-practice\/professional-conduct\/ethical-analyses-and-guidance-old\/scope-of-practice\/\">Scope of Practice \u2013 non-agents and lawyers \u2013 the Patent Rules, Trademarks Regulations and CPATA Act<\/a><\/p>\n<p><a href=\"https:\/\/cpata-cabamc.ca\/your-practice\/professional-conduct\/ethical-analyses-and-guidance-old\/rule-1-and-rule-4-competence-and-quality-of-service-considering-all-relevant-facts-and-providing-strategic-advice\/\">Rule 1 and Rule 4 \u2013 Competence and Quality of Service \u2013 considering all relevant facts and providing strategic advice<\/a><\/p>\n<p><a href=\"https:\/\/cpata-cabamc.ca\/your-practice\/professional-conduct\/ethical-analyses-and-guidance-old\/rule-1-and-rule-4-competence-and-quality-of-service-advising-clients-about-applying-in-foreign-jurisdictions\/\" target=\"_blank\" rel=\"noopener\">Rule 1 and Rule 4 \u2013 Competence and Quality of Service \u2013 advising clients about applying in foreign jurisdictions<\/a><\/p>\n<p><a href=\"https:\/\/cpata-cabamc.ca\/en\/your-practice\/professional-conduct\/ethical-analyses-and-guidance-old\/rule-6-due-care-standard-and-cooperation-with-successor-agents\/\" target=\"_blank\" rel=\"noopener\">Rule 6 \u2013 \u201cdue care\u201d standard and cooperation with successor agents<\/a><\/p>\n<p><a href=\"https:\/\/cpata-cabamc.ca\/en\/your-practice\/professional-conduct\/\/ethical-analyses-and-guidance-old\/supporting-licensees-in-understanding-their-ethical-obligations-top-ethical-analysis-articles-from-2023\/\" target=\"_blank\" rel=\"noopener\">Supporting Licensees in Understanding their Ethical Obligations: Top Ethical Analysis Articles from 2023<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>CPATA has developed the following resources for licensees in the form of Ethics Analyses pieces<\/p>\n","protected":false},"author":12,"featured_media":0,"parent":6968,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-ethical-analysis.php","meta":{"_acf_changed":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"site-sidebar-layout":"no-sidebar","site-content-layout":"page-builder","ast-site-content-layout":"full-width-container","site-content-style":"unboxed","site-sidebar-style":"unboxed","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"disabled","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center 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