魏同學(xué)
2023-05-08 16:24這題答案是說(shuō)推薦費(fèi)向客戶(hù)披露對(duì)吧。那么什么情況下向雇主披露呢
所屬:CFA Level I > Ethical and Professional Standards 視頻位置 相關(guān)試題
來(lái)源: 視頻位置 相關(guān)試題
1個(gè)回答
Danyi助教
2023-05-08 17:21
該回答已被題主采納
同學(xué)你好,
當(dāng)雇主不知道有推薦的情況下。這里根據(jù)題干works for an insurance company providing financial planning services to clients for a fee. Barnes has developed a network of specialists, including accountants, lawyers, and brokers who contribute their expertise to the financial planning process. 可以說(shuō)明都是financial planning services過(guò)程中需要的,所以雇主是會(huì)知道的。
如果平時(shí)的工作不涉及相關(guān)推薦,那么雇主無(wú)從得知的情況就需要披露。
為乘風(fēng)破浪的你【點(diǎn)贊】??讓我們知曉您對(duì)答疑服務(wù)的支持~
