In which of the following instances would an investment adviser representative be exempt from the anti-fraud rules of the Uniform Securities Act?

In which of the following instances would an investment adviser representative be exempt from the anti-fraud rules of the Uniform Securities Act?


A) The IAR makes a presentation at a seminar where the only topic discussed is fixed annuities.

B) Since the IAR understands how nervous a particular client is, he never admits a loss in the account to that client.

C) The IAR is also an agent of a broker/dealer and, in that capacity, makes a recommendation to a nonadvisory client.

D) In an effort to avoid possible conflicts of interest, the IAR only does personal trades through an account set up with a fictitious name.



Answer: The IAR makes a presentation at a seminar where the only topic discussed is fixed annuities.


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