According to the standard of practice handbook, a member is least likely to breach their duty to a client by A, diversifying investments if diverisfication is contrary to account objectives. B diversifying investments if diverisification is inconsistent with plan guidelines. c. consistenly voting with management on proxies that related to nonroutine governance issues. d providing confidential client information to the CFA institution professional conduct program.
d
freewin3k Wrote: ------------------------------------------------------- > According to the standard of practice handbook, a > member is least likely to breach their duty to a > client by > > A, diversifying investments if diverisfication is > contrary to account objectives. > B diversifying investments if diverisification is > inconsistent with plan guidelines. > c. consistenly voting with management on proxies > that related to nonroutine governance issues. > d providing confidential client information to the > CFA institution professional conduct program. it is D C is trciky because of the word “nonroutine” if routine, it is okay for PM to vote on your behalf
While it may seem tricky, CFA loves the fact that they get confidential data if the want.