Misrepresentation
#analyst-notes #guidance-for-standards-i-vii
- Members and candidates should always attribute quotations, projections, data, model/product ideas, and methodologies to their sources and/or authors.
- This standard applies to written materials, oral communications, visits with clients, use of audio/video media, and electronic data transfer.
- Members and candidates can use recognized sources (S&P, Moody's) of factual information (information that is already in the public realm) without acknowledgement.
- Situations to which this Standard applies also depend on whom the member is representing. Members are not required to attribute ideas, methodologies, etc. developed by people within their firms when speaking with clients and prospects.
- Members and candidates should keep copies of materials used in preparing research reports.
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Subject 3. Standard I (C) Misrepresentationers without acknowledging the source of that material. The only exception is copying factual information, as published by several recognized financial institutions, as well as statistical information.
<span>Members and candidates should always attribute quotations, projections, data, model/product ideas, and methodologies to their sources and/or authors. This standard applies to written materials, oral communications, visits with clients, use of audio/video media, and electronic data transfer. Members and candidates can use recognized sources (S&P, Moody's) of factual information (information that is already in the public realm) without acknowledgement. Situations to which this Standard applies also depend on whom the member is representing. Members are not required to attribute ideas, methodologies, etc. developed by people within their firms when speaking with clients and prospects. Members and candidates should keep copies of materials used in preparing research reports.
In ethical terms, a member or candidate indulging in plagiarism is not conducting himself or herself with integrity. By plagiarizing, he or she is not only stealing the ideas of others, Summary
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