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Lu · 2020年09月24日

问一道题:NO.PZ2019011501000022

问题如下:

Gamma Fund Management, a firm complies with the GIPS standards, has not been verified yet. If the firm decides to produce an advertisement that includes a claim of compliance, the GIPS compliance statement for advertisements should be:

选项:

A.

"Gamma Fund Management claims compliance with the Global Investment Performance Standards (GIPS®)."

B.

"Gamma Fund Management claims compliance with the Global Investment Performance Standards (GIPS®). The firm’s compliance has not been independently verified."

C.

"Gamma Fund Management claims compliance with the Global Investment Performance Standards (GIPS®). A list of composite descriptions is available upon request.

解释:

A is correct.

考点:GIPS compliance statement for advertisements

解析:标准陈述为:"[Insert name of FIRM] claims compliance with the Global Investment Performance Standards (GIPS® )." 相比公司在业绩报告中有关自身遵守GIPS准则的陈述, 广告中的陈述段落明显要简练许多

我记得书里面的sample2就是没有verified,然后写了自己没有verify。是说广告里面只有verifed才说,没有不说。但是disclosure里面都得说?

1 个答案
已采纳答案

韩韩_品职助教 · 2020年09月24日

嗨,爱思考的PZer你好:


同学你好,在广告当中,只有verification才说,没有做verification则不用说,一般的disclosure也是这样的原则,只有verification才说,没有做verification则不用说。但是一旦做了verification,就要说明verification report是需要的话就可以提供的。


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虽然现在很辛苦,但努力过的感觉真的很好,加油!