
Answer-first summary for fast verification
Answer: Yes, by adding Mitchell's email address to the donor database
## Explanation Valentina's actions **violated** the Standard relating to preservation of confidentiality **by adding Mitchell's email address to the donor database** because: 1. **Confidential client information**: Mitchell's email address was obtained from BSW's records, which constitutes confidential employer information. 2. **Unauthorized use**: She used this confidential information for personal purposes (charity volunteering) without proper authorization. 3. **Standard III(E) - Preservation of Confidentiality**: This standard requires members to keep information about clients, employers, and former employers confidential unless: - The information concerns illegal activities - Disclosure is required by law - The client or employer permits disclosure - The information is already public 4. **No consent obtained**: She failed to obtain Mitchell's consent before adding his email to the charity's database. 5. **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.
Author: LeetQuiz Editorial Team
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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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