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Greg Stiles, CFA, CAIA, has recently liquidated most of a client’s portfolio because the client is planning to buy a house. Stiles informs one of the brokers in his office who has his real estate license about the plans of his client. With respect to Standard III(E), Preservation of Confidentiality, this action: A. violates the Standard unless the client asks Stiles to tell the licensed salesman. B. is appropriate since Stiles keeps the information in the firm. C. is appropriate since Stiles only tells a licensed salesman. |