CFA Practice Question

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CFA Practice Question

A confidential relationship exists if ______

I. a relationship of trust exists between the client and the analyst.
II. all special corporate relationships are disclosed to the client.
Correct Answer: I

User Contributed Comments 5

User Comment
vincenthuang II "all" is too strong.
mtcfa I think II is actually incorrect because it deals more with conflicts of interests, a different standard entirely.
surob Agreed with mtcfa.
dblueroom doesn't require all corporate relationship to be disclosed, because some special corporate relationships might be completely relavent to the client.
marianne1 corporate relationsship doens't need to me disclosed - see dblueroon
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