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SIE: Customer Accounts & Suitability
SIE practice questionmediumBest Interest Obligation

A broker recommends proprietary mutual funds over better-performing alternatives without disclosure. This violates:

  1. ASEC options reporting
  2. BOnly internal review policy
  3. CRegulation T
  4. DBest interest and suitability standards✓ Correct answer
Explanation

Why DBest interest and suitability standards

Failing to disclose a conflict and not acting in the client’s best interest violates regulatory suitability and best interest rules. Reg T and options reporting are unrelated.

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