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SIE: Investment Companies & Packaged Products
SIE practice questionmediumUse of Hypothetical Illustrations

If a retail communication uses hypothetical illustrations, what must be included?

  1. ANo disclosures are required
  2. BA guarantee of performance
  3. CClear disclosure that the illustration is hypothetical✓ Correct answer
  4. DOnly positive outcomes
Explanation

Why CClear disclosure that the illustration is hypothetical

Hypothetical illustrations must be clearly labeled as such and not misleading.

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