问题 单项选择题

Which of the following is NOT a recommendation procedure without applying Global Investments Performance Standards () for compliance with the Standards of Professional Conduct relating to performance presentation()

A. Provide performance information in a consistent and standard format for all audiences.

B. Clearly indicate when the performance record is that of a prior entity.

C. Include terminated accounts as part of performance history with a clear indication of the time when the accounts were terminated.

答案

参考答案:A

解析:

会员应该考虑业绩披露受众的知识层次和理解能力,所以提供给所有受众一个统一和标准化的模式是不恰当的,所以选项A不是推荐的做法。会员通过充分披露来解释所报告的业绩是推荐的,其中包括当业绩记录属于过去的机构要清楚地说明,所以选项B是推荐的做法。会员应披露包括终止账户在内的历史业绩并清楚地说明账户是何时终止的,所以选项C也是推荐的做法。

单项选择题
单项选择题