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Series 79: Section 4
Series 79 practice questionmediumChinese Walls / Information Barriers

An investment bank’s control room is notified of an upcoming M&A deal. Which action best ensures effective implementation of information barriers?

  1. AAllowing deal team members to communicate with the research analysts about general industry trends
  2. BDistributing the deal memo to all investment banking staff
  3. CAdding the target company to the firm’s restricted list and restricting trading firm-wide✓ Correct answer
  4. DPermitting proprietary traders access to deal documents if they sign a confidentiality agreement
Explanation

Why CAdding the target company to the firm’s restricted list and restricting trading firm-wide

Placing the target on the restricted list and restricting trading is standard for protecting MNPI and enforcing information barriers. The trap is thinking a confidentiality agreement alone is sufficient or that broad internal sharing is allowed.

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