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Brian Williams is a portfolio manager with Santo Capital and works on the Banks Company's account. Santo has a policy against accepting gifts over $500 from clients. The Banks' portfolio has a fantastic year, and in appreciation, a Banks manager sends Williams a rare bottle of wine that he estimates is worth $300. Williams must: A. return the bottle to the client. B. report the pension fund manager to the CFA Institute Professional Conduct Program. C. inform his supervisor in writing that he received additional compensation in the form of the wine. |