
Explanation:
Valentina's actions violated the Standard relating to preservation of confidentiality by adding Mitchell's email address to the donor database because:
Confidential client information: Mitchell's email address was obtained from BSW's records, which constitutes confidential employer information.
Unauthorized use: She used this confidential information for personal purposes (charity volunteering) without proper authorization.
Standard III(E) - Preservation of Confidentiality: This standard requires members to keep information about clients, employers, and former employers confidential unless:
No consent obtained: She failed to obtain Mitchell's consent before adding his email to the charity's database.
Invitation to dinner: This action alone does not violate confidentiality standards, as it doesn't involve disclosing confidential information.
Key takeaway: CFA professionals cannot use confidential client information obtained through their employment for personal purposes, even for charitable activities, without proper authorization and consent.
Ultimate access to all questions.
A
No
B
Yes, by inviting Mitchell to the fundraising dinner
C
Yes, by adding Mitchell's email address to the donor database
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