Asset Manager Code

how does one get the key points of that code? I dont think I have seen this covered anywhere.

right, I’m confused

It is so similar to code of ethics that when you see it in the CFAI text it looks like review. It really is that sparse.

It does talk about few extra things such as making sure that there are policy manuals/plans for gifts, fair trade allocation, business-recovery, client privacy, money laundering. It’s not a long read, but better to go through it in 20-30 minutes to have that peace of mind.

u were right - was able to find original readings - a quick read.

where are the original readings?

it is in the end of CFAI Book 1 and it is also on CFAI website