Ward is scheduled to visit the corporate headquarters of Evans Industries. Ward expects to use the information obtained to complete his research report on Evans stock. Ward learns that Evans plans to pay all of Ward's expenses, including costs of meals, hotel room, and air transportation. Which of the following actions by Ward would be the best course of action under the CFA Institute Code and Standards?

A. Write the report without taking the trip.

B. Pay for all travel expenses, including costs of meals and incidental items.

C. Accept the expense-paid trip but disclose the value of the services accepted in the report.

Question 43 of 67

Which action would most likely violate the standard on suitability for an investment professional managing individual portfolios?

A. Obtaining information on that part of the client