luda002

Brah-
You need to punt this to a legit financial planner. The interests being served here are yours and the banks for sure, and maybe the client.
Your boy wants you to do it because its good for his bank and probably him. You want to do it to pop a bottle or buy Warcraft gold or give to charity or whatever.
Your reputation and that of the institute you represent (and all of us fellow charter holders) is worth more than this. If you’re going to do it, your caveats should be more frank, and you should disclose that you have not evaluated the investment in the context of the clients portfolio, objectives, and constraints.
That could be hard because you want to help your boy and make a few duckets, but its the right thing to do.