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Lee Hurst, CFA, is an equity research analyst for a long-term investment fund. His annual bonus is linked to quarterly trading profits. Under a new policy, the quarterly assessment period is switched to a monthly assessment period. According to the Code and Standards, best practices dictate: A. requiring Hurst to obtain permission from each client prior to implementation of the new policy. B. keeping the policy change private as a trade secret. C. updating disclosures when the policy change is implemented. |