Chartered Financial Analyst Level 2
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30 Bettina Chu, CFA, an investment advisor, recently joined the board of directors of Rabbat Music, an online music platform. As a board member, she is compensated by receiving free access to Rabbat's music library. She recommends Rabbat's stock to her clients when appropriate and she discloses the board position and compensation to the clients.
According to the Standards, Chu must:
30 Bettina Chu, CFA, an investment advisor, recently joined the board of directors of Rabbat Music, an online music platform. As a board member, she is compensated by receiving free access to Rabbat's music library. She recommends Rabbat's stock to her clients when appropriate and she discloses the board position and compensation to the clients.
According to the Standards, Chu must:
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A
decline the music library access.
B
exclude Rabbat from her investment universe.
C
obtain written consent from her employer regarding the music library access.
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