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SIE: Customer Accounts & Suitability
SIE practice questionhardFiduciary Duty

A fiduciary who trades based on personal gain, using their position to access confidential client information, has violated:

  1. AMargin maintenance requirements
  2. BTheir legal and ethical obligations to act solely in the client’s best interest✓ Correct answer
  3. CT-bill offering procedures
  4. DMSRB syndicate rules
Explanation

Why BTheir legal and ethical obligations to act solely in the client’s best interest

Fiduciaries must act in the client’s interest. Trading for self-benefit using client info breaches these duties. The other options are unrelated to fiduciary violations.

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