请教大家，在asset manager code of professional conduct里面说：Investment recommendations should be made in the context of the client's total assets, even though only a portion of those assets may be placed with the investment manager.
但是在mock exam volume one, practice exam 1 afternoon section 的13.4题
说investment manager可以接受客户的投资 without knowing other parts of his assets.
既然不知道客户其他的资产是怎么投资的 怎么做出investment recommendations based on the context of total assets呢？
这样不是矛盾了吗？
谢谢大家！
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发表于 2011-5-13 07:54
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