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CFA Level 2
Ethical and Professional Standards

Research Objectivity and Investment Banking Relationships

Easy Research Objectivity Standards Investment Banking Relationships

As an analyst at a financial services firm, you are tasked with conducting research on a company that is a client of your firm’s investment banking division. While preparing your report, you are aware that the company is planning to issue new equity shortly. Given your firm's investment banking relationship with this company, which of the following practices best aligns with the Research Objectivity Standards outlined by the CFA Institute?

Hint

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