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Nora Perry, CFA, is a portfolio manager. She is very bullish on the stock of ABC Ltd. She adds the stock to all portfolios under
Nora Perry, CFA, is a portfolio manager. She is very bullish on the stock of ABC Ltd. She adds the stock to all portfolios under her management such that the stock comprises 10% of each portfolio. Perry is most likely in violation of:
A. Standard III (C): Suitability
B. Standard V (B): Communication with Clients and Prospective Clients
C. No particular standard
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