very 1st Q

Something related to communication: Ask if comply (not violate) with A. Yes = comply B? C? D No since some annual disclose the personal port holding. I was thinking between A or D for long time, finanally select A, still not sure. B and D were obviously wrong (like No since cannot discuss more frequently than annually)

you don’t have to disclose your personal portfolio annually…just the positions that may present conflicts