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Important Disclosure regarding Conflict of Interest

posted Sep 23, 2011, 6:58 AM by Biharilal Deora CFA   [ updated Sep 23, 2011, 7:01 AM ]
  • All participants in the CFA Institute Research Challenge, including Hosts, Teams, Team Members, Mentors, Faculty Advisors, Judges and Graders have an obligation to avoid actual or potential conflicts of interest with their participation.
  • A conflict of interest may exist when a participant or a participant’s family member or close friend is involved in activities that may impact the participant’s ability to perform their role fairly and impartially.
  • A conflict may be actual or perceived.
  • To avoid any actual or perceived conflicts of interest, each participant must disclose to CFA Institute in writing any potential conflicts, including but not limited to any ownership interest in the Subject Company and any close personal or professional relationships with employees at the Subject Company.
  • Judges and Graders must further disclose any close personal or professional relationship with Team Members, Mentors or Faculty Advisors.
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