Jane, CFA, quit her job as a portfolio manager at an investment firm.She had signed a non-solicitation agreement with the firm several years ago. Janereceived permission to take his investment performance history with her. Andalso took a copy of the firm’s software-trading platform. Subsequently, onsocial media sites, Jane sent out messages announcing she was looking forclients for her new investment management firm. Access to Jane’ social mediasites is restricted to friends, family, and former clients. Jane least likelyviolated the CFA Institute Standards of Professional Conduct concerning her:

　　A. Trading software.

　　B. Investment performance history.

　　C. Non-solicitation agreement.

　　B is correct because the portfolio manager received permission to usehis investment performance history from his prior employer. The member violatedhis non-solicitation agreement by indicating his availability to new clients onseveral social media sites accessible by clients of his former employer, aviolation of Standard IV(A) Loyalty, because he did not act for the benefit ofhis former employer. In this case, the member may cause harm to his formeremployer if his weekend messages result in clients moving to his new businessfrom his former employer. The member also violated this standard by taking hisemployer’s property, trading software.