Quick Ethics Q

I was doing an old mock today and I came across a strange question: The gist was this, are you allowed to take a model your learned at one place to the next shop you work at. The answer the CFA said was yes!?!?! I’d always thought no way you could use that model. Help?

Can only bring what is in your head…you cannot bring any type of notes, paperwork etc that was used in the process of constructing the model while at the previous firm. However, if you can remember how to construct it, develop it and so forth-then that model is fair game and can be used.

I disagree. If you re-create the model from memory, I believe it’s still frowned upon unless you have approval. Similar to quoting someones work in your research without giving them credit. You can however take your contacts with you if you remember their names and know how to use 411 (duh…).

Let’s not judge the material with a legal eye. okie is right . Memory is ok , but now other type of electronic or paper help .

You can take the model with your previous employer’s permission. If not, you are allowed to transport knowledge so you can recreate from scratch.

You can recreate the model from scratch using what’s in your head. Just like you can contact all former contacts using phone numbers in your head or in the phonebook, as long as there’s no noncompete agreement. Positive about this.

…mebad, tell us you are joking, you don’t mean to disagree obviously. -:0)

If someone else has prepared the model, you need to take permission from that person. If you have created the model, then you can recreate from your head.

the show NY Wrote: ------------------------------------------------------- > You can recreate the model from scratch using > what’s in your head. Just like you can contact > all former contacts using phone numbers in your > head or in the phonebook, as long as there’s no > noncompete agreement. Positive about this. +1.