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Bea and Cee Are Trustees of a Family Trust Including

question 4

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Bea and Cee are trustees of a family trust including a number of commercial properties and a share portfolio. They are familiar with managing the commercial properties, but wish to delegate the task of managing the share portfolio.
They have identified Dee and Associates Ltd, an experienced asset management company, which they wish to appoint for this purpose. Which of the following requirements does not apply?


Definitions:

Surveys

A research method used for collecting data from a predefined group of respondents to gain information about opinions, behaviors, or characteristics.

Feedback or Follow-up

The process of providing constructive information about someone's performance or the act of maintaining contact after an initial interaction to ensure continued progress.

Surveys

Research methods used for collecting data from a predefined group of respondents to gain information and insights on various topics of interest.

Upward Communication

The process of information flow from the lower levels of a hierarchy to the upper levels within an organization.

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