Tharushi Ranasinghe, CFA, is president of a small investment firm. Most of her clients are longtime associates or family members whose investment portfolios she has managed for many years. Ranasinghe is familiar with her clients' investment profiles and is in regular contact with them. Ranasinghe makes appropriate adjustment in her clients' portfolios following significant events in their lives. She rarely updates her clients' records given her familiarity with their investment requirements. Ranasinghe has most likely violated the Standard(s) relating to: