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SIE: Communications & Sales Practices
SIE practice questionmediumSupervision

What is the responsibility of firms regarding supervision of customer communications?

  1. AFirms must have written procedures to supervise all communications✓ Correct answer
  2. BSupervision is only required for retail communications
  3. CSupervision is not necessary for institutional communications
  4. DFINRA supervises all firm communications directly
Explanation

Why AFirms must have written procedures to supervise all communications

Firms are required to have written supervisory procedures for all types of customer communications.

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