刘同学2019-10-11 21:13:02
An analyst who is a member of CFA Institute has composed an introductory information packet for her new clients, which includes information on fees she receives for referring clients to other professionals and those she pays for having clients referred to her. With respect to Standard VI(C), Referral Fees, this action: A may not satisfy the Standard if such information is only provided after the receivers of the information have become clients. B is not addressed in the Standard. C exceeds the requirement of the Standard because she does not need to reveal the fees she pays to those that refer clients to her. 选项A怎么理解
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吴慧敏2019-10-11 22:32:19
介绍费需要提前告知给潜在客户知晓。
A选项的意思是,如果在潜在客户成为真正的客户后,再告诉其介绍费的事情,这样是不合适的。
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