Business, 20.11.2021 07:20, neneleey1941
When recommending the purchase of a DPP to a client, as with all other investments, the recommendation must be suitable. FINRA adds some extras requirements in the case of DPPs. Among those is the requirement that the investor is A) an accredited investor. B) in need of a liquid investment. C) able to emotionally handle the ups and downs of the market. D) in a position to take full advantage of any tax benefits generated by the DPP.
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When recommending the purchase of a DPP to a client, as with all other investments, the recommendati...
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