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SIE: Regulatory Framework
SIE practice questionhardFINRA Rules - Sharing in Profits

A registered representative shares in profits from a client’s account without prior written approval from the firm and the customer. This conduct is:

  1. ARequired for discretionary accounts
  2. BProhibited by FINRA rules✓ Correct answer
  3. CPermitted if the rep is a family member
  4. DAcceptable for high net worth clients only
Explanation

Why BProhibited by FINRA rules

FINRA prohibits sharing in profits without advance written consent from both the customer and the firm. Family relationships or client net worth do not create exceptions.

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