Is educating clients about selecting appropriate asset allocations and strategies, an appropriate compliance procedures involving Standard III(C) Suitability?
[Ref. Q45, Page 99 of 204 of SSEI Ethics book]
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Yes, it is. You have to tell clients about what kind of an investment it is. You need to take decisions based on his Risk and Return objectives. Thus, you have to find such assets and allocate different asset classes to his portfolio in such a way that it is suitable for him from a portfolio perspective.