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SIE: Investment Companies & Packaged Products
SIE practice questionmediumReporting gifts and gratuities

Broker-dealers must report gifts and gratuities over what value per person per year, under FINRA rules?

  1. A$25
  2. B$50
  3. C$100✓ Correct answer
  4. D$250
Explanation

Why C$100

FINRA limits gifts to $100 per person per year; exceeding this must be reported.

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