Investment
Nhiệm vụ ủy thác
A legal and ethical obligation requiring portfolio managers and trustees to act in the best interests of clients or beneficiaries, prioritizing loyalty, prudence, and full disclosure (CFA Institute, ERISA, SEC, MiFID II).
Quick answer: A legal and ethical obligation requiring portfolio managers and trustees to act in the best interests of clients or beneficiaries, prioritizing loyalty, prudence, and full disclosure (CFA Institute, ERISA, SEC, MiFID II).
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Quick answer
A legal and ethical obligation requiring portfolio managers and trustees to act in the best interests of clients or beneficiaries, prioritizing loyalty, prudence, and full disclosure (CFA Institute, ERISA, SEC, MiFID II).
Why it matters
Nhiệm vụ ủy thác matters because it supports clear communication in Investment contexts for Financial Analysts, Bankers, and Traders. It also connects to aviation training and exam language such as CFA, ACCA, and FRM.
Editorial context
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Definition
A legal and ethical obligation requiring portfolio managers and trustees to act in the best interests of clients or beneficiaries, prioritizing loyalty, prudence, and full disclosure (CFA Institute, ERISA, SEC, MiFID II).
Operational example
Fiduciary duty compels asset managers to avoid conflicts of interest and provide transparent reporting to clients and beneficiaries.
Localized term
Nhiệm vụ ủy thác
Localized example
Nhiệm vụ ủy thác buộc các nhà quản lý tài sản tránh xung đột lợi ích và báo cáo minh bạch cho khách hàng, người thụ hưởng.
Definition language
English reference definition
Source
CFA Institute, IFRS Foundation, FASB (GAAP), Basel III Framework
Target audience
- Financial Analysts
- Bankers
- Traders
