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CFA Level 2
Ethical and Professional Standards

Responsibilities to Employers: Information Sharing

Very Easy Professional Standards Application Responsibilities To Employers

Tom is a portfolio manager at Wealthy Investors Inc. He is currently working on a new investment strategy that could greatly benefit the firm. His manager encourages him to share the details of this strategy with them to receive feedback. However, Tom becomes worried that his ideas might be leaked to a competitor. What should Tom prioritize in this situation?

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% Correct91%