李同學(xué)
2022-05-06 15:22老師，關(guān)于 AMC Asset Manager Code of Professional Conduct中：關(guān)于 Communication timing 對應(yīng)文中的話翻譯應(yīng)該是“無論何時收到客戶的要求，都要做出回應(yīng)”，還是“當收到客戶要求時才做出回應(yīng)”呢？望老師今天能回答，不然隔一個周末就太久了，謝謝老師了~
所屬：CFA Level III > Ethical and Professional Standards 視頻位置 相關(guān)試題
來源： 視頻位置 相關(guān)試題
1個回答
Chris Lan助教
2022-05-06 16:39
該回答已被題主采納
同學(xué)你好
原文這塊的表述在P290頁。
Communicate with clients on an ongoing and timely basis.
Developing and maintaining clear, frequent, and thorough communication practices is critical to providing high-quality financial services to clients. Understanding the information communicated to them allows clients to know how Managers are acting on their behalf and gives clients the opportunity to make well-informed decisions regarding their investments. Managers must determine how best to establish lines of communication that fit their circumstances and that enable clients to evaluate their financial status.
原文的表述是：制定和維護清晰、頻繁、徹底的溝通實踐對于向客戶提供高質(zhì)量的金融服務(wù)至關(guān)重要。理解傳達給客戶的信息可以讓客戶了解管理者是如何代表他們行事，并讓客戶有機會就其投資做出明智的決定。管理者必須確定如何最好地建立適合其環(huán)境的溝通渠道，并使客戶能夠評估其財務(wù)狀況。
這里的措辭，并沒有說收到客戶的要求，就要立即回復(fù)，比如說客戶半夜3點半問你一個問題，你還在睡覺，你不可能立即做出回復(fù)的。
只要公司有一套與客戶溝通的機制，能夠合理的傾聽客戶的訴求，在合理時間范圍內(nèi)給出回復(fù)即可。
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