If there has been a material change in the investment team e.g. CIO left, does this have to be disclosed immediately to clients? It’s just a made up question…
Not sure about immediately, but it should be disclosed to clients.
If there has been a material change in the investment team e.g. CIO left, does this have to be disclosed immediately to clients? It’s just a made up question…
Not sure about immediately, but it should be disclosed to clients.