标题: gifts from clients [打印本页] 作者: yuoska 时间: 2011-7-13 13:39 标题: gifts from clients
so i beat the benchmark by 1% this year, and a client decides to give me a "world's greatest portfolio manager" coffee mug.
Do i have to disclose minor gifts like this to my employer under standard I(b)? - independence and objectivity?作者: Windjammer 时间: 2011-7-13 13:39
is it likely to impair your judgement?作者: lcai 时间: 2011-7-13 13:39
There is so much BS wrapped around this standard...
They make reference to establishing a "minimum acceptable amount", but say it's subject to firm, but then also say it's about impairing judgment, but then also say disclose everything....
I don't know.... if they give me a fkng coke, im disclosing it.作者: dyga 时间: 2011-7-13 13:39
while it is a beautiful mug, it will not impair my judgement - so only the big things (or when in doubt, disclose) - small things i dont have to disclose.
got it.作者: Roflnadal 时间: 2011-7-13 13:39
as it's a legal issue, the answer is "it depends"
the mug does not fall into the category above customary items
BUT
the firm may have adopted a code that employees must disclose ALL gifts regardless of value
btw, a coffee mug is the perfect gift for only beating the bench by 1%
