Responsibilities to Employers: Job Offer Disclosure

Medium Professional Standards Application Responsibilities To Employers

Samantha is a senior equities analyst at First Capital Investments and has been with the firm for over six years. During her tenure, she has cultivated a robust skill set and a professional reputation for delivering insightful market analyses. Recently, Samantha was contacted by a cryptocurrency trading platform, CryptoTrade, that offered her a lucrative position with the prospect of enhancing their investment strategies. Before accepting the role, Samantha shared this opportunity with her superiors at First Capital Investments, who expressed concern about potential conflicts of interest and the confidentiality of proprietary information.

What action should Samantha take next to adhere to the CFA Institute's Professional Standards regarding responsibilities to her employer?

Accept the new job offer immediately, as it is a personal career decision.

Engage in discussions with her current employer to clarify and mitigate any possible conflicts and seek permission before making a decision.

Decline the offer without further discussion, to avoid any potential complications.

Hint

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