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Will Lambert, CFA, is a financial analyst for Offshore Investments. He is preparing a purchase recommendation on Burch Corporation. According to CFA Institute Standards of Professional Conduct, which of the following statements about disclosure of conflicts is most correct? Lambert would have to disclose that: A. he has a material beneficial ownership of Burch Corporation through a family trust. B. his wife owns 2,000 shares of Burch Corporation. C. both of these choices require disclosure. |