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Janice is an audit manager in a large public accounting firm with 35 offices on the East Coast. Janice has been dating Keith, a CFO

Janice is an audit manager in a large public accounting firm with 35 offices on the East Coast. Janice has been dating Keith, a CFO of a company that is not a client of Janices firm. Keith has a significant investment portfolio of his own. After dating for four months, Janice and Keith decide to get married. However, Janice tells Keith it is important for him to carefully review his investment portfolio. The policy in Janices firm

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