Prioritizing Client Interests in Conflicts of Interest

Very Easy Cfa Institute Code And Standards Conflicts - Priority Of Transactions

As a CFA charterholder, you are entrusted with maintaining the integrity of financial markets. One of your responsibilities includes managing potential conflicts of interest, especially regarding transactions. A client has expressed interest in a property investment that you personally hold. In considering how to act, which of the following options does the CFA Institute's Code and Standards suggest you prioritize?

Always prioritize your personal investments.

Disclose your personal investment to the client and recommend alternatives.

Advise the client to invest in your property to benefit from your expertise.

Hint

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