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Ivana 🍭 · 2023年04月13日

麻烦老师解释一下B为什么不对?

NO.PZ2022081802000007

问题如下:

Question A key difference between a wrap account and a mutual fund is that wrap accounts:

选项:

A.have assets that are owned directly by the individual. B.cannot be tailored to the tax needs of a client. C.have a lower required minimum investment.

解释:

Solution

A is correct. The key difference between a wrap account and a mutual fund is that in a wrap account, the assets are owned directly by the individual.

B is incorrect. Wrap accounts can be tailored to the tax needs of a client.

C is incorrect. Wrap accounts have higher required minimum investments.

麻烦老师解释一下B为什么不对?

1 个答案

pzqa27 · 2023年04月13日

嗨,爱思考的PZer你好:


B说cannot be tailored to the tax needs of a client.,这个是不对的,因为SMA是客户单独成立的账户,因此在做投资的时候,客户可以要求基金经理按照自己的需求进行投资,其中避税就是一项常规的要求。



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