SIE Exam Practice Question 833

Question: 833

Which of the following allow investors to aggregate their own holdings as well as the holdings of certain related parties, such as spouses and children, toward achieving the investment thresholds at which breakpoint discounts become available?

Correct Answer: A

Explanation:

Rights of accumulation allow investors to aggregate their own holdings as well as the holdings of certain related parties, such as spouses and children, toward achieving the investment thresholds at which breakpoint discounts become available.

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