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CFA Level 2
Ethical and Professional Standards

Handling Sensitive Information in Reporting

Easy Professional Standards Application Responsibilities To Employers

As a financial analyst at BCD Capital, you have been tasked with providing a comprehensive report on a potential acquisition target. While preparing your report, you come across sensitive information regarding the target company's financial health that could impact your firm's decision-making.

Before submitting your report, you consider discussing this sensitive information with your peers, who are not part of the acquisition team, to get their insights on the potential risks involved. Given the ethical obligations and professional standards set by the CFA Institute, what is the most appropriate course of action for you?

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