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Janine Walker is an individual investment advisor with 200 individual clients. When she first obtains a client, Walker solicits personal data that helps her formulate an investment recommendation, including tax status, income, expenditure needs, and risk tolerance. The Standards: A. require updating a client's data only when a material change occurs to the personal data. B. require Walker to update the data regularly. C. only require to update a client's data when a material change is being made to the clients' portfolio. |