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CFA Level 1
Ethical and Professional Standards

Managing Conflicts of Interest - Disclosure Requirements

Easy Cfa Institute Code And Standards Conflicts - Disclosure

John is an investment advisor who manages a substantial portfolio for his clients. Recently, he was offered a position on the board of directors for a company in which one of his clients is heavily invested. John is excited about this opportunity but is concerned about how it could impact his clients' interests.

According to the CFA Institute Code of Ethics and Standards of Professional Conduct, what should John do to manage this potential conflict of interest?

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