Ultimate access to all questions.
Upgrade Now 🚀
Sign in to unlock AI tutor
Which of the following is a recommended procedure for compliance with the Standard III(A) regarding loyalty, prudence, and care? Members should:
A
Disclose all actual and potential conflicts of interest to clients.
B
Inform clients about all forms of manager compensation.
C
Provide clients with quarterly itemized statements of funds and securities in custody.