Question #38

Reading: Reading 42.5 Standards of Professional Conduct Guidance for Standards V

PDF File: Reading 42.5 Standards of Professional Conduct Guidance for Standards V.pdf

Page: 20

Status: Incorrect

Correct Answer: A

Your Answer: C

Question
A manager of pooled funds must do all of the following to remain in compliance with the Standards EXCEPT:
Answer Choices:
A. seek authorization for any proposed changes
B. seek authorization for any trade that involves more than 1 percent of the fund's assets
C. disclose portfolio construction processes
Explanation
There is no requirement to seek authorization for trades on the basis of size. (Module 42.8, LOS 42: V(B))
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