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| A money manager, who is a member of CFA Institute, suggests during phone calls to his clients that, “I hope you will relay to your friends the great returns I earned for you this past year.” The manager had generated above average returns in the past year. Is this a violation of Standard III(D), Performance Presentation? A. Yes, because the Standard forbids members asking their clients to say anything about how well the member has done. B. Not if it is true. C. Yes, because the intended message fails the test of completeness as required under the standard. |