Answered step by step
Verified Expert Solution
Question
1 Approved Answer
24. The Standards of Professional Conduct of a Chartered Financial Analyst (CFA) sets out duties to clients that include the following except: Members and Candidates
24. The Standards of Professional Conduct of a Chartered Financial Analyst (CFA) sets out duties to clients that include the following except: Members and Candidates must act for the benefit of their clients and place their clients interests before their employer's or their own interests a. 6 b. Members and Candidates must deal fairly and objectively with all clients when providing investment analysis, making investment recommendations, taking investment action, or engaging in other professional activities c. When Members and Candidates are responsible for managing a portfolio to a specific mandate, strategy, style, they must make only investment recommendations or take only investment actions that are consistent with the stated objectives and constraints of the portfolio d. Members and Candidates must keep all information about current, former, and prospective clients confidential and cannot disclose such information under any circumstances
Step by Step Solution
There are 3 Steps involved in it
Step: 1
Get Instant Access to Expert-Tailored Solutions
See step-by-step solutions with expert insights and AI powered tools for academic success
Step: 2
Step: 3
Ace Your Homework with AI
Get the answers you need in no time with our AI-driven, step-by-step assistance
Get Started