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Sylvia Sulton, CFA, a research analyst for the pharmaceutical industry, has recommended that the firm take an equity interest in CODDEA, a small biotechnology firm.
Sylvia Sulton, CFA, a research analyst for the pharmaceutical industry, has recommended that the firm take an equity interest in CODDEA, a small biotechnology firm. After writing and publishing her initial report, Sulton purchases CODDEA stock for her own portfolio. She has been asked to write a second report on CODDEA. What action should Sulton take in order to be compliant with the Codes and Standards? Sulton should
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