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SIE: Customer Accounts & Suitability
SIE practice questionmediumFiduciary Duty

A registered investment adviser makes a series of trades to generate commissions without regard for the client’s objectives. This is:

  1. AA breach of fiduciary duty and is prohibited✓ Correct answer
  2. BRequired for active accounts
  3. CPermissible if disclosed
  4. DA margin call violation
Explanation

Why AA breach of fiduciary duty and is prohibited

Fiduciary duty requires acting in the client’s best interest. Trading solely for commissions (churning) breaches this obligation and is never allowed.

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