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Ethics Standard V Investm Analysis, Recommendations & Action
V. Investment Analysis, Recommendations and Action
V(B). Communication with Clients and Prospective Clients
? Must distinguish between opinions and facts and include the basic characteristics of the security being analyzed, portfolio structuring scheme etc.
Question - what exactly is portfolio structuring scheme? Can someone give an example? Thanks. |
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发表于 2013-4-17 19:08
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