条款中有这么一条说明
When firm present composite performance that includes only that sponsor’s wrap fee/SMA portfolios
a. Name of the wrap fee/SMA sponsor
b. If the sponsor-specific composite complaint presentation is intended for the purpose of generating wrap fee/SMA business and does not include performance net of the entire wrap fee, the compliant presentation must disclose that the named sponsor-specific compliant presentation is only for the use of the named wrap fee/SMA sponsor
不是很理解，望老师能解释一下这条指得是哪类场景，在什么情况下无需披露performance，辛苦～ |
发表于 2013-9-26 15:34
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