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Basic Question 0 of 4
A confidential relationship exists if ______
II. all special corporate relationships are disclosed to the client.
I. a relationship of trust exists between the client and the analyst.
II. all special corporate relationships are disclosed to the client.
User Contributed Comments 5
| User | Comment |
|---|---|
| vincenthuang | II "all" is too strong. |
| mtcfa | I think II is actually incorrect because it deals more with conflicts of interests, a different standard entirely. |
| surob | Agreed with mtcfa. |
| dblueroom | doesn't require all corporate relationship to be disclosed, because some special corporate relationships might be completely relavent to the client. |
| marianne1 | corporate relationsship doens't need to me disclosed - see dblueroon |
I was very pleased with your notes and question bank. I especially like the mock exams because it helped to pull everything together.
Martin Rockenfeldt
Learning Outcome Statements
describe and interpret the minimum-variance and efficient frontiers of risky assets and the global minimum-variance portfolio
CFA® 2025 Level I Curriculum, Volume 2, Module 1.