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SIE: Customer Accounts & Suitability
SIE practice questionmediumFiduciary Duty

An investment adviser owes fiduciary duty to their client. What does this require?

  1. AFollowing client instructions even if unsuitable
  2. BMaximizing firm profits
  3. CPlacing the client’s interests above their own✓ Correct answer
  4. DGuaranteeing investment returns
Explanation

Why CPlacing the client’s interests above their own

Fiduciaries must put client interests first. Maximizing profit can conflict; unsuitable trades violate suitability; guarantees are not allowed.

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