Question

Q. A high-net-worth client calls the
receptionist of her asset management
company to request a copy of her
portfolio's year-end statement be sent to
her tax accountant elp prepare her
income tax filing before the statutory
deadline in two days. To prevent violating
the CFA Institute Sandards of Professional
Conduct, what actin should the
receptionist take

A. E-mail the report as quickly as possible,
as requested by the client.
B. First seek permission from her boss to
send the information as requested.
C. Inform the client's portfolio manager
and ask him to contact the client
directly​

Answer 1

Answer:

follow me then i will tell

Explanation:

please