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I believe disclosure of addl remuneration is mandatory in all cases (be it to the client or the employer depending on the circumstances). The client has a right to know of any incentives Brubacher has in bringing in their business. Also I don’t understand your cross-selling reference as these clients were brought in from the outside through Brubacher’s existing relationships.

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上一主题:Strategy for Ethics
下一主题:Tough Ethics Q's from Mock 2