开发者:上海品职教育科技有限公司 隐私政策详情

应用版本:4.2.11(IOS)|3.2.5(安卓)APP下载

咖啡巧克力 · 2024年10月13日

原版书?

NO.PZ2024022002000086

问题如下:

What accurately represents a firm's obligations regarding record-keeping of fund descriptions under GIPS standards?

选项:

A.Requirement to document descriptions for all composite and pooled fund types, including broad and limited distribution.

B.Obligation to record both active and terminated composites and limited distribution funds for a minimum of five years.

C.Necessity to maintain descriptions for composites and limited distribution funds, but only names for broadly distributed funds.

解释:

Option C is correct. As per GIPS Standard 1.A.22, firms are obliged to maintain descriptions for their composites and limited distribution pooled funds. In contrast, for broadly distributed pooled funds, merely the names are required, not detailed descriptions. There is no stipulation for retaining records of terminated limited or broad distribution pooled funds.

关于recording,讲义中是否有提及?原版书介绍部分有哪些内容?谢谢🙏

1 个答案

追风少年_ 品职助教 · 2024年10月15日

嗨,努力学习的PZer你好:


同学,本题作为一个了解就好了,因为本题是基于Mock题目改编,Mock题目本身就很偏,所以本题在原版书和讲义当中没有明确内容说明,GIPS有很多条,考试能考到的都集中在原版书当中了,而我们的讲义是原版书里面所有考点和精华的汇总,这种GIPS具体条款考试并不会考到。

----------------------------------------------
就算太阳没有迎着我们而来,我们正在朝着它而去,加油!

二狗 · 2024年10月20日

Mock题目是说官方的Mock吗?那个是很偏考试不太会考到?