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SIE: Prohibited Activities & Ethics
SIE practice questionhardAccount Types: Insider Trading Prevention

A broker-dealer learns material nonpublic information about a company in a client account. Which action is REQUIRED under securities laws?

  1. AShare the information with the investment banking department.
  2. BInform other clients to help them profit.
  3. CClose the client account immediately.
  4. DRefrain from trading on the information until it is public.✓ Correct answer
Explanation

Why DRefrain from trading on the information until it is public.

Trading or tipping on material nonpublic info is illegal (insider trading). B and D violate the law. C is not required absent other misconduct.

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