肖同学2019-06-12 14:27:14
36题不是正确的吗?业绩展示有1,3,5年 period+1+3+5 period+5三种方式吗?!
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Chris Lan2019-06-12 16:11:33
同学你好,这个题确实是比较有争议的,广告原则中并没有说必须要有HPY,三种方式都可以,但这题协会并没有勘误,因此我们考试的时候就按协会的思路来吧。有HPY就把HPY加上。
Advertisements that state a claim of compliance and present performance must also present one of the following sets of total returns:
one-, three-, and five-year annualized composite returns through the most recent period;
period-to-date composite returns in addition to one-, three-, and five-year annualized composite returns through the same period of time as presented in the corresponding compliant presentation; or
period-to-date composite returns in addition to five years of annual composite returns calculated through the same period of time as presented in the corresponding compliant presentation.
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