Ethics query stock ownership

CFA Level III
#1

Best practice when asked to write report on subject company while owning the stock?

  1. write based on facts without giving opinion
  2. ask another analyst
  3. disclose ownership

2 looks unlikely but confused between 1,3. Can someone clarify?

#2

Distinguish facts and opinions, not ignore one over other. So, I wouldn’t go for 1 yet. But best practice in AMC or code of ethics?

#3

different practice for amc vs C&S?

#4

Could be. AMC, as far as I remember, provided best practices. Code provides “guidelines”. I don’t remember the provisions well enough in detail.