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Chartered Financial Analyst Level 2

Chartered Financial Analyst Level 2

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Lisa Fourier, CFA, works at an investment firm where she is responsible for hiring outside fund managers. During an overseas visit at the office of a potential fund manager, she is offered expensive tickets to a sporting event as a gift from the fund manager. Fourier knows that offering and accepting gifts is an accepted business practice in the fund manager's country. As required by her firm's policy, she obtains written approval from all parties involved after accepting the tickets.

Are Fourier's actions consistent with the Standards?

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