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- Topic: Distinguish between some ethical standards of conduct
Author | Topic: Distinguish between some ethical standards of conduct |
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jftamo @2018-04-07 10:58:43 |
Hi all, I have trouble in distinguishing between 3 standard of conduct which are: Standard IC: Misrepresentation Standard IIID: Performance Presentation Standard VB: Communication with clients and prospective clients All above standards mention investment performance. Can you give me some key points (tricks) to separate these standards? Thank you very much! |
doryn @2018-04-20 15:47:15 |
Misrepresentation: Using the work of others without acknowledgement Performance presentation: Divulging only the performance of some accounts and omitting others Communication with prospective clients: Omitting elements that are material for a client or prospective client to make a decision. |