这道题可以用道德角度回答吗……

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NO.PZ202410180200004803

问题如下：

Discuss one potential conflict of interest for Yates as Green’s wealth manager

选项：

解释：

A conflict of interest could arise as Green’s entire estate, less the $100,000 payments ($200,000 total) to his two daughters will go to the Green Giving Charity, which Yates manages. Yates might be inclined to invest more aggressively with Green’s assets to potentially increase the net funds coming to the charity upon Green’s passing. Disclosure to the client would be the best course of action.

他作为charity的管理者，同时又是作为个人的理财顾问，同时客户会将剩下的钱投资到自己管理的charity中。这样的话，他有可能给客户瞎参谋，诱导客户投资其他目标都很激进，这样就能留下来很多资金投资自己的charity了，这个角度可以吗？

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1 个答案

费费_品职助教 · 2025年04月25日

嗨，努力学习的PZer你好：

同学你好

25年个人IPS考纲改革，内容变化较大，这道题目属于之前的考点了，在个人IPS中作为了解即可。如果是道德部分考到，咱们参考道德的知识点去解答即可

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虽然现在很辛苦，但努力过的感觉真的很好，加油！

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