CFA Practice Question

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CFA Practice Question

Which one of the following is not a basic consideration necessary in applying the "Suitability" standard?

A. considering the basic characteristics of the portfolio/investments
B. considering the needs and circumstances of clients
C. considering simultaneous recommendations to all clients
Correct Answer: C

User Contributed Comments 4

User Comment
Chitu Standard II (C) focuses on kyc, explaining the characteristics of the investment ot the client and the composition of the portfolio
TammTamm As long as the question is read carefully, the answer is obvious.
majesty C is Standard III B. Fair Dealing
Shaan23 Majest NO. Simultaneous dissimenation ---- NOT simultaneous recommendation and that does pertain to Fair Dealing....really two mistakes.
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