问题详情

CarlosCruz,CFA,isoneoftwofoundersofanequityhedgefund.Cruzmanagesthefund’sassets,andtheotherco-founder,BrianBurkeman,CFA,isresponsibleforfundsalesandmarketing.CruznoticesthemostrecentsalesmaterialusedbyBurkemanindicatesassetsundermanagementarelistedatahighervaluethanthecurrentmarketvalue.Burkemanjustifiesthediscrepancybystatingrecentmarketdeclinesaccountforthedifference.InordertocomplywiththeCFAInstituteStandardsofProfessionalConduct,Cruzshouldleastlikelytakewhichofthefollowingactions？
A.Correcttheassetinformationandprovideupdatestoprospectiveclients.
B.ReportthediscrepancytoCFAInstitute’sProfessionalConductProgram.
C.Provideadisclaimerwithinmarketingmaterialindicatingpricesareasofaspecificdate.