NO.PZ2024022002000187
问题如下：
As a portfolio manager, Mary Lorraine, CFA, implements additional criteria in her equity selection methodology, impacting all her current clients. Rather than sending a written notification, she opts to verbally inform her clients about this modification during phone conversations. Does this approach constitute a breach of the ethical standards?选项：
A.No, it does not constitute a breach. B.Yes, due to the introduction of new selection criteria affecting her clients. C.Yes, because of not providing a written communication about the changes.解释：
Option A is correct. Under Standard V(B), Communication with Clients and Prospective Clients, it's imperative for members to keep clients updated about any significant alterations in their investment strategy. The standard does not mandate that such updates must be in written form. Therefore, Lorraine's choice to verbally communicate these changes via phone calls is compliant with the standard, and she does not violate any ethical guidelines by opting for this mode of communication.如题
