Question about Ethics - Duties to Employers meetings, business, connected, collected

Daniel1985

Is the phone a work phone or personal phone. If it is a work phone then this would be the same as copying the list from any other source at the office. If it is a personal phone then I think it gets a bit ambiguous but I would think it would still be considered taking the client list from the company since it doesn't really matter when the list was created but more that it is a list of clients you are taking.

mnieman

i know that it's extremely low probability that someone will accuse another person of using old business cards;) i imagined and described situation because i just wanted to have clarified where is te border between violation and right conduct.

thanks guys for fast answers

toocfatoo

I am not sure abuout a hypothetical case connected with loyalty for our former employers, so I ask for your help ;) it's based on 6th example to standard IV(A), p.96 in CFA curriculum.

Let's assume that I worked in the company where I was making deals with clients and I spent many hours on negotiations with those clients. I was on many meetings and I have collected dozens of business cards and phone numbers on my mobile. Will it be a violation if I use these numbers to contact them when I'll be working for another company? contacting former clients through the client lists taken from company is violation, but in this case I didn't printed or prescribed any list. According to CFAI simple knowledge of the names of clients is not confidentialial information. So if I will go through my contact list on the phone and google their names and find phone numbers will everything be correct? Is the contact list on my phone, which was made during my work, property of the firm? and what if i wil memorize all the names and just delete the list from phone on my last day at work and in the next i will backup that list from my head? there isn't any noncompete agreement.

Thanks for any advice

Finalnub

If it is a work phone, no go. Business cards aquired in business meetings with the old firm are a no go. If your out at a bar, a self funded conference, a self paid for charity event after work on personal time and get a card, good to go, but anything on company time is company property, remember whats yours is theirs between 9-5. Now most would agree business cards is going a little far but that is arguable. It all comes down to the members personal morals and ethics.