無同學
2025-03-02 06:06He pulls a copy of the other client's investment policy statement (IPS) and reviews it quickly before realizing that the two clients have very different tax situations. Telline quickly revises Caper's IPS to reflect the changes in his financial situation. He uses the other client's IPS as a reference when revising the section relating to Caper's risk tolerance.
這個有沒有問題 是不是不能用其他客戶的當模板，即使修改也不行
所屬：CFA Level II > Ethical and Professional Standards 視頻位置 相關試題
來源： 視頻位置 相關試題
1個回答
Danyi助教
2025-03-03 13:33
該回答已被題主采納
同學你好，
是的，你的理解正確。這里制定IPS時的做法有一定的問題
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