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Conflicts of Interest Code of Conduct

What is the purpose of requiring an FSP to keep a conflict-of-interest management policy?

RE5 practice question with a worked answer. This is one of hundreds of FSCA RE5 questions in the RegulatoryExams question bank.

  1. a) To set out how the FSP identifies, avoids, discloses and mitigates conflicts so clients’ interests are protected.Correct
  2. b) To list which clients the FSP intends to overcharge.
  3. c) To record the representatives’ personal investment portfolios for tax.
  4. d) To replace the need for any disclosure to clients.

Why this is the answer

A conflict-of-interest management policy documents how conflicts are identified, avoided, disclosed and mitigated, and how related parties and incentives are handled — protecting clients. It supplements, not replaces, the duty to disclose conflicts to clients.

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