Not to beat a Barbaro

But AMC = 6 Years Ethics = 7 Years GIPS = long enough to support dates represented Correct?

i think so, but wouldnt GIPS probably fall under teh Code?

correct. 100%. you pass.

i believe both AMC and Ethics are only if there is no law. If there law just follow the law

If you are going to claim 10 years of compliance, I assume you’d have to have 10 years of records…no??

Correct BB

take into account that those are recommendations “in the absence of (…) cfa recommends 7 yrs…”