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Basic Question 1 of 3

A confidential relationship exists if ______

I. a relationship of trust exists between the client and the analyst.
II. all special corporate relationships are disclosed to the client.

User Contributed Comments 5

User Comment
vincenthuang II "all" is too strong.
mtcfa I think II is actually incorrect because it deals more with conflicts of interests, a different standard entirely.
surob Agreed with mtcfa.
dblueroom doesn't require all corporate relationship to be disclosed, because some special corporate relationships might be completely relavent to the client.
marianne1 corporate relationsship doens't need to me disclosed - see dblueroon
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Edward Liu

Edward Liu

Learning Outcome Statements

demonstrate the application of the Code of Ethics and Standards of Professional Conduct to situations involving issues of professional integrity

recommend practices and procedures designed to prevent violations of the Code of Ethics and Standards of Professional Conduct

identify conduct that conforms to the Code and Standards and conduct that violates the Code and Standards

CFA® 2024 Level I Curriculum, Volume 6, Module 3.