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Wanda Brunner, CFA, is preparing for her first meeting with the Johnsons—her firm’s newest clients. She makes notes regarding disclosure of the investment process. These notes most likely include reminders to: A. notify her supervisors of any potential change in the security selection and portfolio construction process. B. adequately disclose the basic security selection and portfolio construction process. C. anticipate changes in her clients’ investment objectives that could cause them to leave her firm. |