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Chartered Financial Analyst Level 2

Chartered Financial Analyst Level 2

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56 Flora Valentina, CFA, advises private clients at Blue Sky Wealth (BSW). She also volunteers for Care-4-Pups (C4P), a charity that rescues abandoned dogs. One of Valentina's clients, Alan Mitchell, likes to support animal charities. Valentina invites Mitchell as her guest to the C4P fundraising dinner with the intention to ask Mitchell for a donation to the charity. She also adds Mitchell's email address, which is located in BSW's records, to the charity's donor database. However, she forgets to tell Mitchell about adding him to the donor database. Did Valentina's actions violate the Standard relating to preservation of confidentiality?

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