Wes Smith, CFA, refers many of his clients
问题:
Wes Smith, CFA, refers many of his clients to Bill Towers, CPA, for accounting services. In return, Towers performs routine services for Smith, such as his tax returns, for no charge. Towers has just become a member of CFA Institute. With this development, Towers must:()
A. reveal to the prospects referred by Smith that he performs services for Smith, along with the estimated value of those services.
B. only reveal to the prospects referred by Smith that he performs services for Smith.
C. reveal nothing about his relationship with Smith since they are now both members of CFA Institute.