CFA Level I Chartered Financial Analyst CFA I Dumps in PDF

Free CFA CFA I Real Questions (page: 50)

Various countries' securities laws permit a manager to pay up for goods and services without violating the manager's fiduciary duty, so long as the requirements of the law are followed. Each of the following are typical requirements, except:

  1. the manager's soft-dollar practice should be always maintained confidentially in his or her files.
  2. at all times, the manager must seek best price and execution.
  3. the commission paid must be reasonable in relation to the research and execution services received.
  4. the goods or services purchased must be for "research service."
  5. none of these answers.

Answer(s): A

Explanation:

The soft-dollar practice must be disclosed.



According to the AIMR-PPS, all actual fee-paying discretionary portfolios must be included in at least one composite defined according to

  1. managerial style of investment portfolio.
  2. similar strategy or investment objective.
  3. size of investment portfolio.
  4. date of portfolio inception.

Answer(s): B

Explanation:

All fee-paying discretionary portfolios must be included in at least one composite defined according to similar strategy or investment objective. This is a requirement for creation and maintenance of composites.



According to Standard IV (B.4), Priority of Transactions, a member is a "beneficial owner" if the member has each of the following, EXCEPT:

  1. the power to vote or direct the voting of the shares of the securities or investments.
  2. the power to dispose or direct the disposition of the security or investment.
  3. the authority to supervise reasonably and adequately the actions of those accountable to him.
  4. a direct or indirect pecuniary interest in the securities.

Answer(s): C

Explanation:

The authority to supervise those below the member has no relation to the concept of "beneficial owner." Also, supervisory responsibility is covered under Standard III (E).



According to Standard IV (B.7), Disclosure of Conflicts, the most prevalent conflict pertains to ________.

  1. members' ownership of stock in companies they recommend
  2. broker-sponsored limited partnerships formed to invest venture capital
  3. service on a board of directors
  4. none of these answers

Answer(s): A

Explanation:

Under Standard IV (B.7), Disclosure of Conflicts, the most prevalent conflict pertains to members' ownership of stock in companies they recommend. To avoid discrimination against members, sell-side members should disclose any materially beneficial ownership interest in a security or other investment that the member is recommending. Buy-side members should disclose their procedures for reporting requirements for personal transactions.



Various countries' securities laws permit a manager to pay up for goods and services without violating the manager's fiduciary duty, so long as the requirements of the law are followed. Each of the following are typical requirements, except:

  1. the manager's soft-dollar practice must be disclosed.
  2. the manager may seek satisfactory price and execution.
  3. the goods or services purchased must be for "research service."
  4. none of these answers.
  5. the commission paid must be reasonable in relation to the research and execution services received.

Answer(s): B

Explanation:

The manager must seek BEST price and execution.



Share your comments for CFA CFA I exam with other users:

N
Nobody
9/18/2023 6:35:00 PM

q 14 should be dmz sever1 and notepad.exe why does note pad have a 443 connection

M
Muhammad Rawish Siddiqui
12/4/2023 12:17:00 PM

question # 108, correct answers are business growth and risk reduction.

E
Emmah
7/29/2023 9:59:00 AM

are these valid chfi questions

M
Mort
10/19/2023 7:09:00 PM

question: 162 should be dlp (b)

E
Eknath
10/4/2023 1:21:00 AM

good exam questions

N
Nizam
6/16/2023 7:29:00 AM

I have to say this is really close to real exam. Passed my exam with this.

P
poran
11/20/2023 4:43:00 AM

good analytics question

A
Antony
11/23/2023 11:36:00 AM

this looks accurate

E
Ethan
8/23/2023 12:52:00 AM

question 46, the answer should be data "virtualization" (not visualization).

N
nSiva
9/22/2023 5:58:00 AM

its useful.

R
Ranveer
7/26/2023 7:26:00 PM

Pass this exam 3 days ago. The PDF version and the Xengine App is quite useful.

S
Sanjay
8/15/2023 10:22:00 AM

informative for me.

T
Tom
12/12/2023 8:53:00 PM

question 134s answer shoule be "dlp"

A
Alex
11/7/2023 11:02:00 AM

in 72 the answer must be [sys_user_has_role] table.

F
Finn
5/4/2023 10:21:00 PM

i appreciated the mix of multiple-choice and short answer questions. i passed my exam this morning.

A
AJ
7/13/2023 8:33:00 AM

great to find this website, thanks

C
Curtis Nakawaki
6/29/2023 9:11:00 PM

examination questions seem to be relevant.

U
Umashankar Sharma
10/22/2023 9:39:00 AM

planning to take psm test

E
ED SHAW
7/31/2023 10:34:00 AM

please allow to download

A
AD
7/22/2023 11:29:00 AM

please provide dumps

A
Ayyjayy
11/6/2023 7:29:00 AM

is the answer to question 15 correct ? i feel like the answer should be b

B
Blessious Phiri
8/12/2023 11:56:00 AM

its getting more technical

J
Jeanine J
7/11/2023 3:04:00 PM

i think these questions are what i need.

A
Aderonke
10/23/2023 2:13:00 PM

helpful assessment

T
Tom
1/5/2024 2:32:00 AM

i am confused about the answers to the questions. do you know if the answers are correct?

V
Vinit N.
8/28/2023 2:33:00 AM

hi, please make the dumps available for my upcoming examination.

S
Sanyog Deshpande
9/14/2023 7:05:00 AM

good practice

T
Tyron
9/8/2023 12:12:00 AM

so far it is really informative

B
beast
7/30/2023 2:22:00 PM

hi i want it please please upload it

M
Mirex
5/26/2023 3:45:00 AM

am preparing for exam ,just nice questions

E
exampei
8/7/2023 8:05:00 AM

please upload c_tadm_23 exam

A
Anonymous
9/12/2023 12:50:00 PM

can we get tdvan4 vantage data engineering pdf?

A
Aish
10/11/2023 5:51:00 AM

want to clear the exam.

S
Smaranika
6/22/2023 8:42:00 AM

could you please upload the dumps of sap c_sac_2302

AI Tutor 👋 I’m here to help!