🏦LTB
Series 7: Seeks Business for the Broker-Dealer
Series 7 practice questionmediumDigital Communications — Personal Devices

A representative uses a personal smartphone to send investment recommendations to clients via text. Which statement best describes the firm's obligation?

  1. AThe firm must ensure these communications are supervised and archived, regardless of device.✓ Correct answer
  2. BThe firm is not responsible for communications sent from personal devices.
  3. CThese communications are exempt from recordkeeping if sent after business hours.
  4. DThe firm only needs to supervise communications sent from firm-issued devices.
Explanation

Why AThe firm must ensure these communications are supervised and archived, regardless of device.

All business-related communications, regardless of the device used, are subject to firm supervision and recordkeeping requirements.

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