江同學(xué)
2023-08-10 11:24請問這個(gè)為什么不對？ ABC is marketing a sophisticated new model to high net worth investors. to simplify the newsletter, she includes only each week's top 5 recommendations and to leave out details of the valuation models and the portfolio -structuring scheme. 客戶要詳細(xì)信息的時(shí)候再給 有什么不對謝謝
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(gè)回答
Johnny助教
2023-08-10 11:57
該回答已被題主采納
同學(xué)你好，教材原文如下：
If recommendations are contained in capsule form (such as a recommended stock list), members and candidates should notify clients that additional information and analyses are available from the producer of the report. 不是只給個(gè)簡報(bào)就行，而是要告知客戶如果他們想要額外信息和分析的話就會(huì)給他們提供，而不是不告知這一點(diǎn)，否則客戶都根本不知道可以提供詳細(xì)信息
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