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CSI Investment Funds in Canada (IFC) Exam IFC Question # 105 Topic 11 Discussion

CSI Investment Funds in Canada (IFC) Exam IFC Question # 105 Topic 11 Discussion

IFC Exam Topic 11 Question 105 Discussion:
Question #: 105
Topic #: 11

What does suitability mean?


A.

Recommendations are appropriate for the client’s unique situation and investment objectives


B.

The investor’s major concerns are addressed


C.

Understanding the personal and financial knowledge of the client


D.

Recommendations are not based on the personal and financial knowledge of the client


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