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Alvin Lee, CFA, provides money management advice to a charity as a volunteer. While performing services for the organization, Lee discovers an investment model his
Alvin Lee, CFA, provides money management advice to a charity as a volunteer. While performing services for the organization, Lee discovers an investment model his predecessor developed and left as the property of the organization. Lee used the model in his own consulting business. Lee violated:
a. No standard since Lee is not getting paid by the organization
b Standard Iv (A) Loyalty
C. Standard I
(D) Misconduct
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