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Series 7: Investment Information & Recommendations
Series 7 practice questionhardMargin Accounts — Short Margin

A short margin account has a credit balance of $75,000. At what market value of the short position will a maintenance margin call be triggered (30% requirement)?

  1. A$50,000
  2. B$53,571
  3. C$57,692✓ Correct answer
  4. D$60,000
Explanation

Why C$57,692

A maintenance call triggers when equity drops to 30% of market value. Equity = Credit Balance - Market Value = 30% x Market Value. So: $75,000 - MV = 0.30 x MV. $75,000 = 1.30 x MV. MV = $75,000 / 1.30 = $57,692. At this market value, equity = $75,000 - $57,692 = $17,308, which equals 30% of $57,692. If the short position rises above $57,692, a margin call is triggered.

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