Finante-Banci
Ce reguli trebuie sa respecte consultantii de investitii
Consultantii de investitii si societatile de brokeraj au obligatia respectarii mai multor reguli de conduita.
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Printre acestea, sa pastreze evidentele materialelor, a surselor de informare utilizate, pentru ca in orice moment sa faca dovada bunei sale credinte si sa prezinte clientului trasaturile generale ale procesului de investire in instrumente financiare, precum si criteriile care stau la baza crearii, analizarii si selectarii unui portofoliu de instrumente financiare.
De asemenea, consultantii trecbuie sa faca distinctia intre faptele si opiniile personale in rapoartele si recomandarile sale, abordand cu maxima obiectivitate domeniul analizat, scrie EconomicTimes.ro.
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