CMT Level I Practice Questions - CMT Program Level I Exam

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A portfolio manager receives a gift from a client after successfully managing their portfolio. Under Standard I(B) Independence and Objectivity, the manager:

Must decline all gifts from clients to maintain objectivity May accept gifts if they disclose them to their employer and the gifts do not compromise independence Can accept any gift as long as it is not cash Must donate all gifts to charity

Correct Answer:

May accept gifts if they disclose them to their employer and the gifts do not compromise independence

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