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Series 7: Seeks Business for the Broker-Dealer
Series 7 practice questioneasyCommunications with the Public (Retail and Institutional) — Content Standards

Which of the following statements about content standards for communications with the public is TRUE?

  1. APerformance projections are always permitted in retail communications.
  2. BCommunications must be fair and balanced and must not be misleading.✓ Correct answer
  3. CCommunications do not have to disclose risks if they are positive.
  4. DCommunications can omit material facts if the client already knows them.
Explanation

Why BCommunications must be fair and balanced and must not be misleading.

FINRA requires that all communications with the public must be fair, balanced, and not misleading, and must provide a sound basis for evaluating the facts regarding any security.

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