Standard I(C) allows the use of factual information from recognized public sources, such as central banks or government agencies, without attribution if the data is widely disseminated. However, using others’ analysis or forecasts without proper attribution would be a violation.

Standard I(D) prohibits dishonesty, fraud, or deceit that could reflect poorly on a member’s integrity or professional competence. Misrepresenting qualifications or responsibilities on a résumé is considered deceptive and a clear violation. Personal legal disputes not involving fraud or dishonesty typically do not constitute a violation.

Using proprietary material developed for an organization—without obtaining permission—is dishonest and violates Standard I(D). The origin of the software (employee or volunteer) does not excuse the misappropriation. Misconduct includes any behavior that reflects poorly on a member’s integrity or ethical standards.

Standard I(D) focuses on actions involving dishonesty, fraud, deceit, or conduct that reflects poorly on professional integrity. Peaceful civil disobedience generally does not constitute a violation, especially when unrelated to professional responsibilities.

Standard I(C) prohibits any misrepresentation relating to qualifications or professional background. Falsely claiming to have a degree is a clear violation. Statements about typical investment behavior or general tax characteristics, when accurate, are not violations.

Standard I(C) requires proper attribution when using work that is not the analyst’s own, particularly if developed within the firm. However, widely disseminated factual data from recognized public sources, such as IMF forecasts, do not require formal citation.

Standard I(D) prohibits conduct that reflects adversely on the member’s integrity, even outside the professional sphere. Filing false insurance claims involves deception and is considered dishonest behavior, thus violating the Standard regardless of whether it resulted in jail time or was directly related to the investment profession.

Standard I(D) encourages diligence in evaluating the integrity and character of potential employees to prevent future misconduct. Requesting references is an appropriate and compliant action that helps uphold the integrity of the profession.

Standard I(D) addresses conduct that reflects poorly on a member's integrity or professional competence. Reporting to work while impaired, even if investment decisions are not immediately affected, undermines professional standards and violates this Standard.

Standard I(C) permits the use of widely available factual information from recognized public sources, such as government agencies, without requiring explicit citation. However, failure to attribute forecasts, opinions, or third-party work that is not public domain is a violation.