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Ethics Misconduct Consumer Protection

A representative persuades a client to cancel a sound investment policy and replace it with a similar new one, mainly so the representative can earn fresh commission, even though the switch does not benefit the client. What is this practice called?

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) Prudent financial planning.
  3. c) Customer due diligence.
  4. d) Tipping off.

Why this is the answer

Churning is the unethical replacement of products to generate commission rather than to serve the client's interests — a clear breach of the suitability and replacement rules. It is the opposite of sound planning, and is unrelated to due diligence or tipping off.

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