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| According to CFA Institute Standards of Professional Conduct, may Patel reallocate Singh’s portfolio toward technology stocks after his Uncle dies but before the meeting with Singh? A. Yes, because the total value of the municipal bonds received into the account will be too large relative to the other assets in the portfolio. B. No, because Patel and Singh must meet and revise the investment policy statement and portfolio strategy before reallocating. C. No, because Patel must wait until the next annual meeting to reallocate. |