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

Which of the following is essential for a successful 'wall-crossing' process in a public-to-private transaction?

  1. ADisseminating research reports to all employees
  2. BGranting all staff access to the deal data room
  3. CObtaining written acknowledgments from personnel receiving MNPI✓ Correct answer
  4. DAllowing unrestricted trading in the issuer's securities
Explanation

Why CObtaining written acknowledgments from personnel receiving MNPI

During wall-crossing, recipients of MNPI must provide written acknowledgment to document they understand the restrictions. The other choices would compromise information control and increase regulatory risk.

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