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CFA Level 1
Ethical and Professional Standards

Understanding Duty of Loyalty and Care

Medium Cfa Institute Code And Standards Duties - Loyalty And Care

Jane is a financial advisor who manages investment portfolios for several clients. She receives a lucrative offer from a mutual fund company to promote their fund shares to her clients. While Jane believes that the mutual fund has strong performance, she also recognizes that her promotion might benefit her financially through a commission.

In accordance with the CFA Institute Code of Ethics and Standards of Professional Conduct, which of the following actions best demonstrates Jane's adherence to her duty of loyalty and care to her clients?

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