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Where does performance presentation get embodied?

幫考網校 2020-05-18 10:43:02
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Where does performance presentation get embodied?

Performance presentation: must make reasonable efforts to make sure that it is fair, accurate, and complete.

Not misrepresent past performance or reasonably expected performance. Not state or imply to obtain what was achieved in the past(不能明示或者暗示過去的業績可以代表未來)

Full disclosure:

可以使用以前公■司的業績,但必須取得前雇主的同意,因為業績表述需要資料的支持。同時要進行披露

Include terminated portfolio as part of performance history. (已經終止︻的數據要包括在內)

The performance of weighted rate of return rather than a single performance.

If the presentation is brief, must make available to clients and prospects, on request, the detailed information supporting that communication. (如果是用令人没想到簡要方式陳述業績的,客戶需要業績詳細資料時要能拿得出來)

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