Confidentiality in Client Information

Very Easy Cfa Institute Code And Standards Duties - Confidentiality

As a CFA charterholder, you are responsible for maintaining the confidentiality of client information. During a client meeting, a colleague mentions interest in a specific client’s financial situation. Which of the following actions demonstrates compliance with the CFA Institute's Code of Ethics regarding confidentiality?

Sharing the client’s financial details with your colleague to assist in their advice.

Refusing to discuss any details about the client with your colleague.

Indicating that you can discuss general market trends related to the client’s portfolio.

Hint

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