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SIE: Trading & Settlement
SIE practice questionhardProhibited Activities

A registered representative places unauthorized trades in a customer’s account that result in losses. What rule has been violated?

  1. AInsider trading
  2. BSelling away
  3. CTrading without written discretionary authority✓ Correct answer
  4. DMarking the open
Explanation

Why CTrading without written discretionary authority

Trades must be authorized by the customer or carried out under written discretionary authority. Selling away is selling securities not offered by the employing firm; insider trading is misuse of nonpublic info, and marking the open is manipulating opening prices.

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