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

轩羊羊 · 2023年08月30日

官网题

Because the marketing campaign takes longer than expected to accomplish its goal of bringing new clients to the fund, Kim asks Akagi to accept a revised fee arrangement. Instead of paying Akagi a monthly fee of $10,000 to market the fund, Kim proposes an investment management fee-sharing arrangement. For each client Akagi brings to Kim and whom she signs on as an investor in Green Note, Kim will pay Akagi a fee of 10% of the investment management fee she charges that client for their first 24 months in the fund. Akagi agrees to this arrangement, and Kim makes sure to disclose it to prospective clients by verbally telling them that Green Note compensates Akagi for his efforts to find investors for the fund, which is the first time clients are made aware of this arrangement. Akagi also discloses to each client the fee he expects to earn from this arrangement once an investment management agreement is signed.


没有感觉Akagi做错什么呀

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王暄_品职助教 · 2023年08月30日

Akagi确实披露给客户referral fee的安排,但是他要披露具体内容,而不是只说我会获得一些费用

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