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SIE: Investment Companies & Packaged Products
SIE practice questionmediumSuitability

A broker recommends high-yield bonds to a conservative investor. Which rule does this potentially violate?

  1. ASuitability✓ Correct answer
  2. BHypothecation
  3. CFINRA advertising rules
  4. DShort selling restrictions
Explanation

Why ASuitability

Suitability requires recommendations to fit client risk tolerance. Hypothecation relates to margin accounts; advertising and short rules are unrelated.

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