When a broker/dealer engages in a customer transaction from its own account, which of the following statements are TRUE?

When a broker/dealer engages in a customer transaction from its own account, which of the following statements are TRUE?


Partners of the broker/dealer are trading in their personal accounts.

The broker/dealer is trading from its inventory with customers.

The broker/dealer must disclose its capacity as a principal in the transaction.

The broker/dealer must disclose its capacity as agent in the transaction.


A) I and III.

B) I and IV.

C) III and IV.

D) II and III.



Answer: D) II and III.


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