According to the Standard relating to loyalty, prudence, and care, a member with control of client assets should submit to each client an itemized statement of their security holdings and transactions at least: | Chartered Financial Analyst Level 1 Quiz - LeetQuiz
Chartered Financial Analyst Level 1
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According to the Standard relating to loyalty, prudence, and care, a member with control of client assets should submit to each client an itemized statement of their security holdings and transactions at least: