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| 3.When Abdullah Younis, CFA, became a broker at a global financial services organization two years ago, he was told he could allocate his work hours as he saw fit. At this time, Younis served on the board of three non-public golf equipment companies and managed money for several members of his immediate family in a pooled fund. Younis was not compensated for his board service or for the investment pool management. Younis' outstanding returns attract interest from friends and co-workers who persuade him to include their assets in his investment pool. Younis recently retired from all board responsibilities and now spends more than 80% of his time managing the investment pool for which he charges non-family members a management fee. Younis has never told his employer about any of these activities. To comply with the CFA Institute Standards of Professional Conduct, regarding his business activities over the past two years, Younis should least likely disclose which of the following to his employer? A: A.Board activity. |
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