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SIE: Communications & Sales Practices
SIE practice questionhardSupervision

What must a firm have in place for all customer communications?

  1. AFiling only for public appearances
  2. BDaily reporting to FINRA
  3. CQuarterly filing with the SEC
  4. DWritten supervisory procedures for review and approval✓ Correct answer
Explanation

Why DWritten supervisory procedures for review and approval

Firms must have written supervisory procedures for all customer communications.

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