According to Standard III(C), Suitability, the member
manager must determine that an investment is suitable given the client’s
objectives/constraints and within the context of the client’s total portfolio.
In this case, the member manager must examine the new strategy to see if it is
appropriate for the client, even if the client asked for the change. The member
should also explain the implications of the strategy to avoid any
misrepresentations that may result from omitting details.
