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SIE: Regulatory Framework
SIE practice questionmediumForm U4 amendments

How soon must a Form U4 be amended if a registered representative is charged with a felony?

  1. AWithin 90 days
  2. BWithin 60 days
  3. CPromptly, within 30 days✓ Correct answer
  4. DAnnually
Explanation

Why CPromptly, within 30 days

Form U4 must be updated promptly, defined as within 30 days of learning of the event.

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