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

Under the Investment Company Act of 1940, which of the following is NOT classified as an investment company?

  1. AA closed-end fund
  2. BA mutual fund
  3. CA unit investment trust
  4. DA bank trust department✓ Correct answer
Explanation

Why DA bank trust department

Banks, including their trust departments, are excluded from the definition of an investment company under the Act. Mutual funds, UITs, and closed-end funds are all types of investment companies regulated by the Act.

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