Is it necessary to seek permission from previous employer when using historic record of performance at the new firm?
Presumably the data belong to the old firm.
If so, then, yes, you need their permission.
You can seek permission, or just make a statement that says you provide superior returns because you have a CFA designation.
Thank you S2000magician- I was thinking more on the terms whether a simple disclosure that the historic performance is from another firm would work, or we would need specific written permission to use that data.
Hashtag, is that you?
#gotya