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CFA Level 2
Ethical and Professional Standards

Disclosing Investment Banking Relationships

Very Easy Research Objectivity Standards Investment Banking Relationships

A financial analyst working at a prestigious brokerage firm is tasked with issuing a research report on a company that is also a client of the firm's investment banking division. The analyst is aware that their firm's investment banking relationship with the company could create a conflict of interest when providing independent research opinions.

What should the analyst do to adhere to the CFA Institute's Research Objectivity Standards in relation to their investment banking relationships?

Hint

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