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PWCS 25 LOPM004V122-Ethics Commu.. Tine Lert.20.52 Felir is an accountant and Kat is a fe insurance agent. They have known each other for a long

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PWCS 25 LOPM004V122-Ethics Commu.. Tine Lert.20.52 Felir is an accountant and Kat is a fe insurance agent. They have known each other for a long time, and from time to time they will recommend clients to each other. Kat Anys Felix a Mat fee every time he refers a potential client to her. Recently, Felix referred a new client, Claire to Kat After some fact finding and discussion, Claire decided to open a segregated funds account with Kat Kat sells both life insurance products and mutual funds, but she places most of her business with two insurance companies. She explained the reason of her pick on the Investment and why she believes the choice would be in Claire's her best interest. She then prepared a conflict of interest form for Claire. What disclosure notice should Kat put on the form to avoid having a conflict of Interest? + Referral arrangement with accountant F. Years of experience in the field y Life Insurance companies that you place most of your business f Life Insurance and mutual funds licensed Compensated by commission, salary or fee Odliv b) LIGN Hivy

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