A.Must not discuss anything regarding her client and her client's intentions with the charitable foundation without permission.
B.Can discuss her client's situation with the charitable foundation as long as she informs other local charities of her client's intentions.
C.Can make this known to the charitable foundation so that they can solicit the client,since it is the client's wish to divest assets to charities in the future.
[单选题]A trader seeking to sell a very large block of stock for her client will mo
[单选题]Sarah Johnson, a portfolio manager, is offered a bonus directly by a client
[单选题]When a client asks her how she makes investment decisions, Petra Vogler, CF
[单选题]When a client asks her how she makes investment decisions, Petra Vogler, CF
[单选题]Holly Baker, CFA is explaining the CFA Institute Code of Ethics to a client
[单选题]Cobb, Inc., has hired Jude Kasten, CFA, to manage its pension fund. The cli
[单选题]In determining the appropriate asset allocation for a client's investment a
[单选题]Adam Schute, CFA, is on a conference call with the CFO of an investment ban
[单选题]Oliver Opdyke, CFA, works for an independent research organization that doe
[单选题]David Bravoria, CFA, is an independent financial advisor for a high net wor