INSIGHTS FROM CFA SOCIETY SINGAPORE ·
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Are you getting the best deal from your investment manager?

There is potential conflict in interest if he makes a recommendation for which he may receive some benefit, monetary or otherwise

CFA Society Singapore Advocacy Team

Published Sat, Sep 26, 2020 · 5:50 am
The CFA Institute, under its Referral Fees Standard, requires that investment professionals inform their employer, clients, and prospective clients of any benefit received for referrals of customers and clients.

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