Summary: Imagine this. A (prospective) client has a significant investment in a particular asset. You receive notice that the costs being charged inside this product are being increased. In addition, this notice includes forward guidance downgrading future interest earnings expectations by 50 basis points and cautioning that interest earnings expectations could be further reduced by as much as another 100 basis points.
 The standard also says questions about reduced interest earnings expectations can be answered using RATE: the risk tolerance of the client, the corresponding asset class preferences, the planning time horizon, and the performance that's reasonable to expect."Barry Flagg, founder, Veralytic Inc
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