Corporate archers

Solving Mr. Harry’s professional confliction

Whether to inform client
 Situation analysis

1 Harry markham an investment advisor is professionally conflicted

2 Liabilities were overvalued
3 Sponsor want to minimize pension fund
Core issue

To inform client about bad news

symptoms
1 Over valuation of liability
2 Showed more
3 Lack of accounting accuracy
Alternatives

1 Aware client
2 Satisfy trustee
Alternative 1:

1 Company Loose customer

2 Mr. Harry loose contract
Alternative 2:

1 Keep trustee happy

 Decision
Alternative 2 will be chosen
Big Idea

Absorption
Impact

1 client retention
2 No ethical dilemma
Take aways