ALL BALANCED ACCOUNTS OVER £0 MILLION ARE YES THE FIRM IS REQUIRE...

1. - L3 MOCK SAMPLE EXAM CFA LEVEL III GUIDELINE ANSWERS 2001
L3 MOCK SAMPLE EXAM CFA LEVEL III GUIDELINE ANSWERS 2001
1. All balanced accounts over £1.0 million are Yes The firm is required to disclose the minimum included in the asset level, below which portfolios are not composite at the included in a composite. Composites must also beginning of the include new portfolios on a timely and consistent first full quarter basis. under management.