
Ultimate access to all questions.
Amy Joy, CFA, an employee at Park Lane Investments Ltd. (PIL), provides prospective clients with a concise investment performance summary and offers detailed supporting information upon request. Does Joy's approach violate any CFA Institute Standards?
A
No, as providing detailed information upon request complies with Standard III(D), Performance Presentation.
B
Yes, as it violates Standard III(B), Fair Dealing.
C
Yes, as it violates Standard III(D), Performance Presentation.