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The following information assumes that the CFA Institute Code of Ethics and Standards are applicable. 1. Mary, a new member of the TGG group, is
The following information assumes that the CFA Institute Code of Ethics and Standards are applicable. 1. Mary, a new member of the TGG group, is approached by a client seeking investment advice for personal wealth accumulation. Marys supervisor, Linda, overhears the conversation and suggests that Mary persuade the client to invest in a private equity fund. Mary is concerned that the private equity fund could be too risky for the client. However, she wants to receive a good evaluation from the supervisor and hence she recommends the client to invest in the private equity fund for a good return. You are required to establish what is unethical and which Standard is most likely violated
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