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- 2011-7-11
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- 2013-9-23
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One year ago, Karen Jason left the employment as a portfolio manager of Howe Advisors. The departure was contentious and both parties threatened legal action. As a result, both parties signed a settlement in which Jason was paid a pro rated bonus, but agreed not to work on the portfolios of any existing Howe client for two years. The terms of the agreement were that both parties agreed to keep all aspects of the agreement confidential, including the fact that there was hostility surrounding the departure. Jason now works for Torre Advisors, who has the Stein Company as a new client. At the time Jason left Howe, Stein was a client of Howe, although Jason did not personally work on the Stein portfolio. Jason's supervisor at Torre wants Jason to work on the Stein portfolio. Jason should: A)
| inform her supervisor that she cannot work on the portfolio because of a non-compete agreement. |
| B)
| inform her supervisor that she cannot work on the portfolio because of a legal agreement, but cannot tell him why. |
| C)
| work on the portfolio because she did not personally work on the portfolio when she was at Howe. |
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Jason must inform her supervisor of the conflict, but she cannot violate the terms of the confidentiality agreement and she cannot work on the portfolio. |
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发表于 2012-3-23 14:53
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