Yuan, CFA, is a fund manager. When Yuan is soliciting new clients, he claims that his investment return has exceeded 50% in the past three years. Based on that fact, he can guarantee such return to his new client in next year. Which of the following statements is the most accurate to comply with the CFA Institute Code of Ethics and Standards of Professional Conduct?

A.Yuan can guarantee that return to his client based on his excellent investment history. B.Yuan does not need to mention his role in the history of investment action. C.Yuan failed to distinguish the fact and opinion, he can’t use his historical investment return to imply the future performance.

时间:2024-01-15 12:33:41

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