Through a friend at a different asset management firm, Jessica
becomes aware of a new investment opportunity that she believes
will interest many of her advisory clients. Jessica's best course
of action is to:
A. share the list of clients and their contact information
with her friend so they can be made aware of the investment.
B. give the information about the new investment to the
clients who may be interested.
C. not pursue the investment opportunity for her clients
because their interest would be confidential.
Through a friend at a different asset management firm, Jessica becomes aware of a new investment opportunity that she be
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Through a friend at a different asset management firm, Jessica becomes aware of a new investment opportunity that she be
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