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Answer: Yes, to both current and prospective clients.
According to **Standard III(D): Performance Presentation**, if the presentation is brief, the member or candidate must make the detailed supporting information available to both clients and prospective clients upon request. This ensures transparency and aligns with best practices, which recommend noting the limited nature of the information provided in such brief communications. This standard underscores the importance of professional integrity and adherence to ethical guidelines in performance reporting.
Author: LeetQuiz Editorial Team
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Mary Rein, CFA, delivers a concise performance presentation to a group of current and prospective clients. Under the Standard concerning performance presentation, is Rein obligated to provide the detailed supporting information for her presentation upon client request?
A
No.
B
Yes, but only to current clients.
C
Yes, to both current and prospective clients.
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