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Ethics Misconduct Consumer Protection

A Representative convinces a client to cancel an existing investment policy and take out a new one, primarily so the Representative can earn a new commission, even though the switch is not in the client's best interest. This unethical practice is known as:

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

  1. a) Churning.Correct
  2. b) Financial planning.
  3. c) Due diligence.
  4. d) Tipping off.

Why this is the answer

Churning is the unethical and illegal practice of encouraging a client to make unnecessary policy replacements (or transactions) for the main purpose of generating new commissions for the representative.

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