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SIE: Customer Accounts & Suitability
SIE practice questionmediumBest Interest - Broker-Dealer Obligations

A registered rep recommends an investment that pays a higher commission but is less suitable for the client. Which obligation has the rep failed to uphold?

  1. ABroker-dealer registration
  2. BCapacity as an agent
  3. CBest interest standard✓ Correct answer
  4. DAnti-money laundering compliance
Explanation

Why CBest interest standard

Brokers must put the client’s best interest ahead of their own. Acting as agent, registration, and AML are all required but not directly relevant to this scenario.

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