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SIE: Prohibited Activities & Ethics
SIE practice questionmediumProhibited Activities - Unauthorized Trading

A rep executes a trade in a margin account without proper authorization and later claims the client verbally approved. According to FINRA, this is:

  1. AAllowed in margin accounts only
  2. BPermissible for experienced clients
  3. CA prohibited practice unless written authorization exists✓ Correct answer
  4. DRequired following market news
Explanation

Why CA prohibited practice unless written authorization exists

Trading without written discretionary authority is prohibited, regardless of account type or client’s experience. Verbal approval does not suffice.

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