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Greg Stiles, CFA, keeps a list of his clients’ birthdays and has personally sent them a birthday card each year at the appropriate time. With respect to this action, which of the following may be a violation of Standard III(E), Preservation of Confidentiality? A. Sending a gift along with the card. B. The mere act of sending a birthday card each year. C. Hiring a company outside the firm to perform the task. |