How to understand loyalty, prudence and care in duty to clients?_CFA考试视频

The client or prospective client permits disclosure of the information.（在法律允许或客户同意的情况下可以披露）,members and candidates must comply with the law.（在某些情况下法律要求。

Loyalty in duty to clients means being committed to their best interests and working towards achieving their goals. This includes being honest and transparent in all dealings, maintaining confidentiality, and avoiding conflicts of interest.

Prudence in duty to clients involves exercising sound judgment and careful decision-making in all actions taken on behalf of the client. This includes assessing risks and weighing potential outcomes before making recommendations or taking actions.

Care in duty to clients means showing empathy and concern for the client's well-being and working to ensure that their needs are met. This includes providing timely and effective communication, being responsive to their concerns, and taking steps to minimize any negative impacts on the client.

Overall, understanding loyalty, prudence, and care in duty to clients involves putting the client's interests first, acting with integrity and professionalism, and striving to build strong and trusting relationships with clients.