Jill Marsh, CFA, works for Advisors where she manages a portfolio for a wealthy family. Marsh earns one percent of the portfolio’s value each year in the form of a commission from Advisors. The family just told her that any year the portfolio she manages earns more than a 10 percent return, the family will give her the use of the family’s vacation home for one week. Hirsh will comply with Standard Ⅳ (B), Additional Compensation Arrangements, if she:()
A. does nothing with respect to this.
B. sends an e-mail to her supervisor about the vacation home.
C. delivers a typed memo to her supervisor about the vacation home the first time she uses it.
参考答案:B
解析:
Standard Ⅳ (B) requires that members disclose to their employer in writing all benefits that they receive in addition to their regular compensation for services they perform on behalf of their employer. E-mail messages qualify. As long as the agreement is in effect, she must inform her employer even if she has yet to use the potential benefit.