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SIE: Customer Accounts & Suitability
SIE practice questionmediumBest Interest

Under Regulation Best Interest (Reg BI), broker-dealers must:

  1. ADisclose only commission information.
  2. BAlways recommend the highest-yielding product.
  3. CRecommend securities only from affiliated companies.
  4. DAct in the best interest of retail customers when making recommendations.✓ Correct answer
Explanation

Why DAct in the best interest of retail customers when making recommendations.

Reg BI requires broker-dealers to act in the best interest of clients and disclose conflicts. B, C, and D do not fulfill this obligation.

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