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SIE: Investment Companies & Packaged Products
SIE practice questionhardInvestment Company Act of 1940

The Investment Company Act of 1940 defines which of the following as investment companies?

  1. AFace-amount certificate companies, unit investment trusts, and management companies✓ Correct answer
  2. BBroker-dealers and mutual funds
  3. COnly closed-end funds
  4. DExchange-listed companies
Explanation

Why AFace-amount certificate companies, unit investment trusts, and management companies

The Investment Company Act defines three types: face-amount certificate companies, unit investment trusts (UITs), and management companies (open- and closed-end mutual funds). Broker-dealers and exchange-listed companies are not investment companies under the Act.

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