You are a CFP® designee who has been approached by the general partner of Beverage King Industries (BKI) to provide financial planning services to the top executives at BKI. Your brother has a ten percent limited partnership interest in BKI. Can you accept this engagement?
A. No, because your integrity is impaired.
B. No, because your objectivity is impaired.
C. Yes, but only after proper disclosure.
D. Yes, because your integrity and objectivity are not impaired; no disclosure is needed.
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Home » Business » You are a CFP® designee who has been approached by the general partner of Beverage King Industries (BKI) to provide financial planning services to the top executives at BKI. Your brother has a ten percent limited partnership interest in BKI.