In desperate need of assistance from any Ethics gods out there. CFA seems to contradict itself when it comes to disclosures. Do the following require written disclosures (or is notifying suffice) to employers and/or clients, provided they are related to non-competitive actions?
-Individual practices (when it involves compensation and what about if it doesn’t?)
-Job arrangements prior to leaving (my understanding is this requires no notification/disclosure?)
-Additional monetary compensation (all forms?)
Also, do flat fees/compensation need to be disclosed to clients? Some questions say only performance-related yet sections of the Ethics reading emphasizes all compensation must be disclosed.
Thanks guys and good luck on Saturday!