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2#
发表于 2013-4-4 09:01
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cannot deviate from IPS.
However can get the IPS itself to change (during review meetings with client) - which must be documented….
and due to that change if it is necessary to modify asset allocation / holdings - discuss those changes. Provide the client with information enough to decide if they want to go for the change (if not - they should have enough time to redeem their investment, without any undue penalties). |
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