Maria is a portfolio manager at a registered investment advisory firm. She has been asked to manage the investments for a new high-net-worth client who is the CEO of Company Z. Maria has previously provided consulting services to Company Z, leading to significant business relationships. During a portfolio meeting, Maria discloses her past relationship with Company Z but does not mention the specific nature of her consulting role or the fees involved.
Which of the following actions regarding her relationship with Company Z is most aligned with the CFA Institute Code of Ethics and Standards of Professional Conduct regarding independence?