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SIE: Communications & Sales Practices
SIE practice questionhardFiling Requirements

A broker-dealer creates a retail communication for a new mutual fund with a self-created ranking. When must it be filed with FINRA?

  1. AOnly upon request
  2. BAfter 30 days of use
  3. CAt least 10 business days prior to first use✓ Correct answer
  4. DNo filing is necessary
Explanation

Why CAt least 10 business days prior to first use

Retail communications with self-created rankings must be filed with FINRA at least 10 business days prior to use.

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