CRA-12.3.10
Past version: Effective from 01 Apr 2019 to 31 Mar 2023
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When providing investment advice or portfolio management services to a client, the
(a) knowledge and experience in the investment field relative to the specific type of the accepted crypto-assets or regulated crypto-asset services ;
(b) financial situation including the client's ability to bear losses; and
(c) investment objectives including risk tolerance;
Added: April 2019