CFA Level 1
Ethical and Professional Standards

Confidentiality of Client Information

Easy Cfa Institute Code And Standards Duties - Confidentiality

As a financial analyst, you work for a firm that provides investment advisory services. During a meeting with a potential client, you are asked to disclose any previous clients you have worked with who had similar investment goals. You are aware that revealing such information would violate the confidentiality requirements of the CFA Institute Standards.

According to the CFA Institute Code and Standards, what should you do in this situation to remain compliant with the duties of confidentiality?

Hint

Submitted4.3K
Correct3.3K
% Correct78%