The Standards state that when presenting material to others, members shall not "copy or use, in substantially the same form as the original, material prepared by another without acknowledging and identifying the name of the author, publisher, or source of such material." The analyst may use information from other sources without acknowledgment, however, if the information:
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A. B. C. D.A
This question relates to Standard II (C), Prohibition against Plagiarism, which states that members may use factual information published in recognized financial and statistical reporting services without attribution. Even if the information is communicated verbally, members must use proper attribution of the material.
Whether or not the plagiarized material is combined with a buy/sell recommendation or reported only to the member's employer or associates does not change the fact that the member is copying material without acknowledgment.