Confidentiality of Client Information

Easy Cfa Institute Code And Standards Duties - Confidentiality

As a Chartered Financial Analyst (CFA) charterholder, you are entrusted with sensitive information about clients and potential investments. The CFA Institute Code of Ethics and Standards of Professional Conduct emphasizes the importance of maintaining confidentiality regarding client information.

During a meeting, a colleague mentions that they have been discussing sensitive client information related to investment strategies on a public forum. Considering the Code and Standards, which of the following statements regarding the confidentiality of client information is correct?

It is acceptable to share client information on public forums if the information is already known to the public.

Client information must always be kept confidential and not disclosed without the client's permission.

Sharing anonymized client information on public forums is permissible if it does not identify specific clients.

Hint

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