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SIE: Prohibited Activities & Ethics
SIE practice questionmediumChurning

A registered representative executes frequent trades in a client’s account that are inconsistent with the client’s investment objectives. This is called:

  1. AChurning and is a prohibited practice✓ Correct answer
  2. BPortfolio rebalancing
  3. CAuthorized active management
  4. DAllowed under Regulation A+
Explanation

Why AChurning and is a prohibited practice

Churning is making trades to generate commissions, not align with client goals. Rebalancing and active management must be consistent with objectives; Reg A+ is an offering exemption, not a trading rule.

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