Which of the following transactions are exempt?

Which of the following transactions are exempt?


I. XYZ Corp., a local manufacturing firm, offers its common stock to Investment Company Advisers, Inc., on an infrequent or isolated basis.

II. Joe Smith, an agent with ABC Securities, Inc., sells XYZ Corporation's 5-year fixed income securities, rated AAA by Standard & Poor's, on a daily basis.

III. Joe Smith, an agent with ABC Securities, Inc., sells XYZ Corporation's securities to a client on an unsolicited basis.

IV. Joe Smith had his sizable portfolio of stocks and bonds sold by the administrator of his estate upon his death.



A) I and II.

B) III and IV.

C) II and III.

D) I and IV.



Answer: III and IV.


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