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Janet Reilly has just approached Betty Miller, CFA, about purchasing 10,000 shares of Brookshire Co., a newly incorporated real estate development firm. Reilly is a retired schoolteacher living off the income from her late husband's life insurance policy. This investment will represent a significant shift in her investment portfolio. Brookshire Co. is a local firm that has recently received a lot of press concerning some exciting, but speculative projects that they have undertaken in the region. Consistent with the Standards, Miller should: A. not accept the order, because it is not a suitable investment for Reilly. B. accept Reilly's order, but have her sign a disclaimer absolving Miller of any potential losses. C. accept Reilly's order after she acquaints Reilly with the downside risks associated with a risky investment of this type. |