ethics independence

luckygiftvn

is there a defined dollar amount that constitutes a large gift that requires disclosure?
doesnt seem to be mention in CFAI.

for me there are levels of disclosure.


I Gift of tickets from client = no disclosure required

II Gift of hotel stay from client = disclosure required

III Gift from non client = always requires disclosure

IV Significant gift from non client = disclosure and permission?

V Gift dependent on returns shown = disclosure and permission from supervisor.

Can someone please verify this? or provide further info?