🏦LTB
SIE: Communications & Sales Practices
SIE practice questionmediumSupervisory Procedures

Under FINRA rules, each member firm is required to establish and maintain a system of supervisory procedures. Which of the following is a key requirement?

  1. AThe firm must designate a chief compliance officer and implement written supervisory procedures (WSPs)✓ Correct answer
  2. BSupervisory procedures are only required for firms with more than 50 employees
  3. CEach office must have at least five registered representatives before a supervisor is required
  4. DSupervisory reviews are required annually but not on a day-to-day basis
Explanation

Why AThe firm must designate a chief compliance officer and implement written supervisory procedures (WSPs)

FINRA Rule 3110 requires every member firm, regardless of size, to establish and maintain a system to supervise the activities of each associated person. This includes designating a chief compliance officer (CCO), maintaining written supervisory procedures (WSPs), assigning supervisory responsibilities, and conducting regular reviews. Supervision must be ongoing, not just annual, and applies to firms of all sizes.

Turn it into reps

Reading one answer is not the same as being ready

Lucky the Banker is a free practice app with 1,867+ SIE questions, weak-area tracking, and timed mock exams. No credit card, no paywall.

Related Communications & Sales Practices questions