Halloween Special Limited Time 65% Discount Offer - Ends in 0d 00h 00m 00s - Coupon code: ac4s65

Fred's client, Matteo, holds a technology-themed mutual fund.

CSI IFC Full Course Access
CSI IFC View All Questions

Fred's client, Matteo, holds a technology-themed mutual fund. The fund's investment objective recently changed, allowing it to hold various cryptocurrencies, resulting in a high-risk rating and making it unsuitable for Matteo. Fred discussed the change with his client, but Matteo insisted on continuing to hold the fund. What action must Fred take?

A.

Report the change to senior management.

B.

Update Matteo's risk profile so the fund is now suitable for him.

C.

Redeem the fund.

D.

Document the client's decision to hold.

IFC PDF/Engine
  • Printable Format
  • Value of Money
  • 100% Pass Assurance
  • Verified Answers
  • Researched by Industry Experts
  • Based on Real Exams Scenarios
  • 100% Real Questions
buy now IFC pdf
Get 65% Discount on All Products, Use Coupon: "ac4s65"
Next
Your client, Rinaldo, wants to know more about the fees associated with his mutual funds.
Which investment securities will change value depending on the price change in the underlying assets?
Previous