Question
How should proxy votes be cast under Standard III(A)?
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Answer
In the best interest of the client.
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Question
When should a referral arrangement generally be disclosed under Standard VI(C)?
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Answer
Before or at the time of referral.
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Question
Why is 'John is a Level I CFA' a misrepresentation?
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Answer
Passing one level does not earn the CFA designation.
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Question
What is the correct way to describe someone currently registered for Level II?
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Answer
CFA Level II Candidate.
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