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Thanks ‘dewey’ for your reply. The reason I am digging deep is because, I have this feeling that Schweser is not always correct. In that case the only way to be sure is by following the SPC Handbook. I went through all the examples to find a relevant example but couldn’t get one. The only option to get confirmed is if the SPC clearly states something like this, that for token gift no disclosure is required. For those gifts or bonuses that might compete with the employers interest or create a conflict of interest the MEMBER/CANDIDATE must get written consent. This much is sure. But for ‘token’ gifts not even a disclosure required?
Did anyone come across such a question in the CFAI mocks?

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上一主题:One of those Ethics Questions - Theory vs Practice
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